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17 Feb 2021

Full-Time Technical Assistant, Personal Lines

JOB-BORN Executive Search Inc. – Posted by sana@jobbornsolutions.com Toronto, Ontario, Canada

Job Description

Supports the Personal Lines and Executive Service departments in all administrative tasks for Account Executives, Account Managers and Customer Service Reps.

KEY RESPONSIBILITIES

  1. Prepares renewal and endorsement documents which includes client letters and policy documentation.
  2. Process endorsement on company portals.
  3. Process the daily download/EDI transactions including auto invoicing.
  4. Update renewal list when processed.
  5. Upload new business on company portals.
  6. Process liability slips, abstracts and auto plus monthly.
  7. Scanning, photocopying and any other administrative support when required.
  8. Performs other duties as required.

RECOMMENDED EDUCATION

RIBO License preferred or willing to obtain within 3 months

High School Diploma or Community College or commensurate work experience

CIP and/or CAIB designations or working actively working towards designation

RECOMMENDED EXPERIENCE & SKILLS

Strong organizations skills with the ability to re-prioritize tasks and manage time effectively

Accuracy and strong attention to detail

Excellent communication skills both written and verbal

Proficient with MS Office Suite (Outlook, Word, Excel)

Able to work individually and as part of a team

Experience with and understanding of Agency Manager (TAM) system

1 year experience in a similar position

Ability to work independently with minimum supervision

 

Apply Now! Refer to Job ID J-18844

 

How to Apply

Sana Subhani, Insurance Recruiter
JOB-BORN Executive Search Inc.

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

Job expires in 21 days.

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