Full-Time Insurance & Surety Account Assistant
Job Description
Our Client specializes in bonding, construction and real estate. Excellent culture and opportunity for career growth.
Responsibilities:
Assist Surety Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company
Prepare and coordinate all transactions, paperwork and internal processing for assigned accounts (includes invoices, Certificates of Insurance, etc.)
Service day to day client needs by receiving and processing requests relative to routine policy changes, additions, deletions, renewals or cancellations (includes handling phone calls, emails and other communication)
Process and issue bonds – prepare bond prequalification letters; issue and process Contract and Commercial bonds; bond renewals, cancellations, change orders
Review bond requests and endorsements for completeness and accuracy and request any additional supporting documentation from insureds
Respond to underwriting requests from sureties and communicate with insurers regarding clients’ needs and issues
Manage account documentation
Set up and maintain client files in EPIC, Erlon
Assist in the renewal preparation process
Provide quality customer service to clients, team members and carriers
Ability to embrace a self-starting corporate culture with a thirst to contribute to the team in addition to a positive attitude and willingness to learn
Perform other duties and projects as assigned
Required Experience:
One (1) to two (2) years insurance experience
Prior experience working with commercial construction clients would be an asset
Well organized with an aptitude for details
Strong written and verbal communication skills
Exceptional customer service skills
Understanding of insurance coverages, forms and policies would be an asset
Strong computer skills and be proficient with Microsoft Office, experience with EPIC and Erlon preferred
Positive attitude and a thirst to contribute to team and learn
RIBO license
Professional designation would be an asset (i.e. Canadian Accredited Insurance Broker/CAIB or Chartered Insurance Professional/CIP)
How to Apply
Contact me for more details: Rachel@myinsurancerecruiter.ca (416) 844-3261438 total views, 1 today
