Account Assistant, Commercial Lines - London, Canada - Selectpath Benefits & Financial Inc.

Selectpath Benefits & Financial Inc.

Verified Company

London, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Position Overview:

Responsibilities:

Issue certificates of insurance within 24 hours for assigned Account Managers and send to appropriate insurer
Generate/issue liability slips for renewals, endorsements and new business
Process documents: renewals, endorsements, and new business
Invoice and execute on premium finance contracts and premium allocations
Communicate with Insurers
Run MVRs/driver abstracts, CVOR, etc.
Maintain and update summary of insurance
Update premium comparisons, summaries, executive summaries (if applicable)
Input and update of claims and new clients information into EPIC
Perform Auto Quotes on Compu-Quote when required
Prepare renewal requests to clients 100 days in advance as directed by the Account Manager
Manage effectively the abeyance system
Check policy documents against binders issued
Creating policy binders to send out to clients
Assist with processing of mail and endorsements for the team
Other duties as assigned

Requirements:

1 year of insurance experience and EPIC brokerage software preferred
Working towards C.I.P., R.I.B.O. or C.A.I.B. designation an asset
Superb interpersonal skills and attention to detail
Ability to be a selfstarter with strong written and oral communication skills as well as organizational skills
Advanced skills in Outlook, Excel, Word

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Selectpath_ _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._

Job Types:
Full-time, Permanent

Benefits: