Job Description

A progressive opportunity with our client is a mid-sized Insurance Brokerage firm in Woodbridge.

This position will support a dynamic team of Account Executives and their associates in servicing a very active commercial insurance book of business.  The successful candidate must be highly motivated and have the ability to work in a fast-paced environment.  They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.

Essential Job Functions 

o Manage account receivables

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

 Work efficiently with Microsoft Excel and Word documents in order to perform the following tasks:

o Enter client account data by inputting alphabetic and numeric information

o Format client documents, including letters

o Issue automobile liability slips

 Manage abeyances for Account Executives and other team members

 Invoice and process policy endorsements and policy renewals

 Perform other related duties and projects, as required

 Administrative duties such as:

o relief duties at reception desk

o maintain and update the commercial lines filing system

o sort and distribute incoming mail

o photocopying, printing, binding and scanning of documents

Qualifications & Experience

Required:

 1 year of insurance industry and/or general office experience

 Working toward post-secondary insurance or business-related diploma/degree

 RIBO licence

 CIP and/or CAIB designation

 Familiarity with The Agency Manager (TAM) and/or Compuquote – an asset

 Working knowledge of commercial insurance products, particularly in the construction industry

Skill Sets Required

 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

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

 Accurate data entry skills

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

Submit your resume through email to monica@insurancecareernet.com or call Monica for more information 416 703-5120 ext 201

Job Categories: Commercial Technical Service Rep. Job Types: Full-Time.

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