Personal Lines Account Assistant Toronto (Canada)

Personal Lines Account Assistant Toronto (Canada)

04 Aug
|
Paisley Partners
|
Canada

04 Aug

Paisley Partners

Canada

Direct message the job poster from Paisley Partners Inc.

Talent Acquisition Specialist | Jones DesLauriers Insurance Management Inc. (Insurance)

POSITION OVERVIEW

We are currently accepting applications for those who want to start or continue a career in personal insurance, or those who are motivated by being in an administrative role that offers basic personal insurance expertise to help you advance your career. Working with an experienced broker, the successful candidate will be responsible for the input of current business and marketing documents, the set-up of new business proposals, servicing clients and other administrative duties on a growing book of business.

RESPONSIBILITIES:
Issue certificates of insurance
Generate/issue liability slips for renewals, endorsements and new business
Assist with processing documents: renewals, endorsements, and new business
Generate applications/forms as directed by the Account Manager
Assist with the maintenance of the summary of insurance
Update premium comparisons, summaries, executive summaries as directed by an Account Manager
Input and update of claims and current clients information into EPIC (Broker Management System)
Check policy documents against binders issued




Assist with processing of mail and endorsements for the team
Other duties as assigned

REQUIREMENTS:
Minimum 1 year personal insurance experience
R.I.B.O. required. C.I.P. designation &/or C.A.I.B desired or at minimum working towards the designation (s)
Superb interpersonal, communication, and effective problem solving skillsAbility to be a self starter with strong communication & organizational skills
Advanced skills in Outlook, Excel, Word and EPIC

Navacord is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

Seniority level: Associate

Employment type: Full time

Job function: Customer Service

Industries: Insurance
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📌 Personal Lines Account Assistant Toronto (Canada)
🏢 Paisley Partners
📍 Canada

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