Personal Lines Account Assistant

The incumbent will provide administrative support to the other members of the team (Account Executive and Account Manager), based on Alpha Split, to clients who have vehicle and/or habitational policies.

 POSITION DESCRIPTION: 

• ?h Working closely with one or more Account Manager and following Account Manager instructions
• ?h Reviewing suspense lists for both Account Assistant and Account Manager
• ?h Preparing certificates of insurance, binders, and liability certificates
• ?h Invoicing and preparing letters to clients
• ?h Preparing correspondence to insurance companies
• ?h Setting up policy change requests to the insurance company, confirmation letters to clients and correspondence to policyholders, mortgages, lienholders and lessors
• ?h Setting suspense according to the relevant task
• ?h Setting up cancellations, forwarding documents to insuring company, and confirmations to clients.
• ?h Setting up client screens for cancellation and preparing any related billings
• ?h Requesting refunds where applicable, outlining the balance owing where applicable.
• ?h Forwarding the cancellation survey to clients, when applicable
• ?h Pulling documents off the insurance companies portal
• ?h Performing uploads and downloads from Insurer web-sites or portals
• ?h Pulling EDOCS report for distribution
• ?h Scanning daily incoming mail

REQUIRED QUALIFICATIONS:

• ?h Formal training in general business practices
• ?h Minimum of one year of general insurance experience is an asset not necessary
• ?h Good computer skills
• ?h R.I.B.O. license not required