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9 Feb 2016

Full-Time Account Assistant – Personal Lines Ad Number: 25225

Insurance Career Network – Posted by Insurance Career Network Inc. Toronto, Ontario, Canada

Job Description

 

Personal Lines Account Assistant

The assistant 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: 

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

REQUIRED QUALIFICATIONS:

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

For consideration send your resume to jan@insurancecareernet.com

How to Apply

Company: Insurance Career Network Inc.
Posted On: 2/9/2016
Ad Expires: 4/7/2016
Contact Information:
Posted By: Jan Mahood (Reply to this ad)
Location: Toronto, Ontario, Canada
Job Location: Ontario - GTA
Phone: 416 703-5120 ext.202

Job Categories: Assistant and Personal Lines. Job Types: Full-Time.

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