Career Connections

Toronto

Commercial Lines Account Assistant / Processing

Ongoing
Competitive
Edmonton, Alberta
Entry Level, Early Career

Commerical Lines Account Assistant / Processing

The Account Assistant handles multifaceted clerical and administrative tasks for Account Managers and Account Executives and is constantly helping to coordinate a high-volume workload within a deadline-driven environment.

Roles and Responsibilities

- Demonstrate high levels of accuracy and integrity

- Maintain client files with excellent documentation and organization of data, scanning & attaching documents in a broker management system

- Assist in the renewal process by applying knowledge, problem solving, and communication with the team

- Provide quality internal customer service to peers by maintaining relationships, managing expectations and professionally communicate in a manner that is friendly, timely and clear

- Execute service requests such as policy/ billing research, payments, proofs of insurance and endorsement requests

- Enter policy and client information into the broker management system, processes change requests, and verify the accuracy of endorsements and premium audits 

- Process payments through online services

- Set up files for new accounts

- Review policies against cover notes for accuracy (coverage and limits)

- Work with an established book of technical, commercial business 

- Monitor & issue certificate requests, pink cards, etc.

- Prepare document enclosure letters/emails

- Prepare binders

- Obtain premium finance quotes

- Invoice premiums

Qualifications

-Effective Team player with a strong work ethic and is a self-starter

-Strong administrative support skills and close attention to detail

-A minimum of two years experience within the insurance industry, ideally in Commercial Lines

-Minimum Level I General AIC license is required

-Familiar with SIG XP (an important asset), proficient with Microsoft Office

-Strong time management and problem-solving skills

-Well organized and able to prioritize and work effectively under time pressure

-Well developed keyboarding skills are a must

-Good verbal and written communication skills

 

Please forward resumes via email to: Robyn Lisowski  rlisowski@excelrisk.ca 

We thank all those who submit a resume, but only those selected for an interview will be contacted

How to Apply