Commercial Lines Account Assistant / Processing
- Employer
- Excel Insurance Group Inc.
- Location
- Edmonton, AB
- Starts
- Closes
- Job Category
- Insurance
- Job Type
- Full-time
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