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Commercial Insurance
2 days ago
- You will prepare all client facing documentation including invoices, letters, policy documents,
certificates of insurance - Manage the file creation, organization of client documentation, and updating of Client activity logs
- Track and follow up Policy Documents to ensure received in a timely manner
- Administer our client renewal process
- Work closely with our Account Executives to service and manage all day to day activity, including establishing market risks for coverage placement
- Coordinate account services including review of documentation for routine policy changes,
additions, deletions, renewals or cancellations - Manage the placement of our small business accounts
- Communication with insurers as required to support the brokering function
If you require an accommodation for the recruitment /interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.
Your Skills and Experiences- 3+ years in a brokerage as an Account Manager/Customer Service Rep; knowledge of most
major markets - RIBO License required
- EPIC Experience preferred
- CAIB, CIP, CRM or equivalent (or working towards) an asset
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