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13 Jun 2017

Full-Time Commercial CSR / Assistant

Insurance Career Network – Posted by Jan Mahood Vaughan, Ontario, Canada

Job Description

Commercial Lines Insurance CSR / Assistant

This position involves working with and assisting a dynamic team of Account Executives in servicing a very active commercial insurance book of business.  The book of business consists mainly of Construction, Land Development, Home Building, Realty and Manufacturing small business accounts.  The successful candidate must be highly motivated and have the ability to work in a fast-paced environment.  They will become part of a team whose core objective is to service commercial clients’ needs and exceed their expectations.

Our client offers a competitive compensation package including benefits, with future advancement opportunities within their company.  Our client is a rapidly growing company that offers extensive training and significant opportunity for growth.

Essential Job Functions

·         Prepare and issue Certificates of Insurance including Liability, Automobile Leasing, Owned Contractor’s Equipment, Mortgagee and Tenant Certificates

·         Work efficiently with TAM and Excel in order to perform the following tasks:

o   Assist in updating Summaries of Insurance for renewal, issuing proposals and Binders of Insurance

o   Produce and update price comparisons

o   Create renewal reviews including Outstanding Recommendations, Claims Review, and Additional Coverage(s)

o   Request, check and invoice Policy Endorsements and renewal documents

·         Handle own abeyances and assist with Account Executive’s abeyances

·         Review prequalification documents and issue appropriate pre-qualification letters

·         Review leases in order to issue appropriate Tenant Certificate

·         Review and analyze Certificates received by our landlord and contractor clients ensuring that they meet contract/lease requirements

·         Perform other related duties and projects, as required

Qualifications Required:

·         2 to 5 years of experience in similar role

·         RIBO Licence

An Asset:

·         CIP and/or CAIB designation

·         Familiarity with The Agency Manager (TAM)

·         Working knowledge of commercial line products, particularly in construction insurance

Skill Sets Required

·         Technically proficient in Microsoft Office programs:  Outlook, Word, Excel and PowerPoint

·         Accurate data entry skills

·         Effective verbal and written communication skills

·         Excellent organizational and time management abilities

·         Self-motivation with ability to problem-solve with limited supervision

·         Flexibility to work in a fast-paced and dynamic environment with changing priorities

·         Ability to work independently and as a team member

Personal Attributes

·         Maintain strict confidentiality

·         Demonstrate a strong work ethic

·         Be honest and trustworthy

·         Be respectful of clients, co-workers and Management

How to Apply

Insurance Career Network is a recruitment agency focused exclusively on the insurance industry.  Our relationships, knowledge and experience enable us to connect leading insurers, brokerages, and independent insurance firms with the most talented candidates for each role.
For consideration send your resume to jan@insurancecareernet.com or contact Jan at 416 703 5120 ext. 202

Job Categories: Broker. Job Types: Full-Time.

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