Account Assistant or Associate, Personal Insurance Team

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Job Duties and Responsibilities:

  • Process policy management through carrier portals and broker management system
  • Prepare renewal summaries in excel format and discuss renewals with Account Manager
  • Prepare insurance related letters and documents
  • Manage follow-up / abeyance system and Renewal Logs to ensure client service standards are met
  • Assist Account Manager with client inquiries or time sensitive assignments as requested
  • Vacation and service overflow support

Knowledge, Skills:

  • Attention to detail and accuracy is a must
  • Excellent organizational skills
  • Confident with Excel and Word

Role Qualifications:

  • Secondary school certificate
  • Minimum 1-3 years’ insurance experience within an insurance brokerage or insurance company.  We will consider experience in related professional service sectors.
  • RIBO licensed or has the capacity to be so within 8 weeks

 

  • Experience and skills will determine level of hire at Account Assistant or Associate level