Full-Time Commercial Client Account Assistant
Job Description
Job Summary
Working in Commercial Lines as Account Executive(s) Assistant. This role will focus on assisting Account Executive(s) in servicing a Commercial Lines Book of Business. The Book of Business consists of multiple and diversified small to mid-size commercial accounts. The accounts are very active and eligible persons must be able to work in a fast paced environment at the same time pay attention to detail and organizational skills.
Essential Job Functions
1. Preparing and Issuing Certificates of Insurance: including Liability, Auto Leasing , Owned Contractor’s Equipment Mortgagee and Tenant Certificates
2. Must be able to work effectively with TAM and Excel in order to:
? Assist in updating Summaries of Insurance for renewal, issuing proposals and Binders of Insurance.
? Create and Update Price Comparisons
? Requesting, Checking and Invoicing Policy Endorsements
? Checking and Invoice Policy Renewal documents.
3. Handling of own abeyance’s and assisting in Account Executive(s) abeyance’s.
4. Review of Pre-qualification Documents and issue appropriate Pre-Qualification Letter
5. Perform other duties, assignments and special projects, as required
Qualifications
? Post-Secondary Diploma/Degree
? RIB(O) licence is required
? Minimum of 3-5 years of commercial lines experience is required
? Experience with The Agency Manager (TAM) and Compuquote is preferred
? 2 Year Insurance Program graduate an asset
JOB ORDER # JOS000000887
Mary Ann Warriner, CPC
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President and Marketing Co-ordinator
Recruiters for the Insurance Industry
519-502-9607
maryann@jobbornsolutions.com
www.jobbornsolutions.com
BIG ENOUGH TO SERVE YOU …small enough to know you
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