Account Assistant, Business Insurance
- Employer
- HUNTERS International Insurance
- Location
- Hybrid / Remote / Toronto or Ottawa
- Salary
- experience commensurate
- Starts
- Closes
- Job Category
- Insurance
- Job Type
- Full-time
The purpose of this role is to provide quality, responsive day-to-day support for one of our Business Insurance Account Managers. HUNTERS International Insurance caters to corporations looking for owner-minded risk counsel and insurance brokerage on a boutique basis - an un-paralleled intensity of service. See here for our guiding principles and values: https://www.hunterscorners.ca/about-us/
DUTIES & RESPONSIBILITIES
· Interact with all co-workers and managers with respect and courtesy
· Handle client inquires related to payments or claims
· Process and manage all client document workflows
· Invoice and review downloaded transactions for all policies
· Update BMS screens
· Review policies for rating & coverage accuracy
· Prepare quotes to support Account Manager
· Identify critical file or service requirements and notify the Account Manager as necessary
· Execute follow ups for client payments
· Review renewal lists with Account Manager
· Follow-up on abeyances for all outstanding documentation required to complete the client file
· Issue Certificates of Insurance
· Maintain client file notes
· Return client voice messages same day
QUALIFICATIONS
· RIBO licensed
· Effective verbal and written communications skills
· Ability to work well under pressure with minimum supervision
· Commitment to positive team dynamic
· Excellent time management and organization skills
· High attention to detail and accuracy
· Ability to multi-task and respond to time sensitive deadlines
· 1-2 years commercial experience