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Commercial Lines Account Assistant
3 months ago
Commercial Lines Insurance - Account Assistant
St. Catharines, Ontario
About Morison Insurance
At Morison Insurance, our team shapes who we are and the excellent service we provide our customers.
We are a values-based company, which means all our decisions and day-to-day operations are based on our 5 core values: Go Beyond, Evolve, Own It, Our Promise, Unified.
Morison Insurance is a family-owned and operated business.Over the past 30 years, our company has grown from one office with 3 employees in downtown Hamilton, to 100 employees in 7 offices across Southern Ontario.
Morison Insurance is currently seeking a
Commercial Lines Account Assistant/CSR to join our team of insurance professionals Please note this role is
100% onsite, based out of our St.
Position Responsibilities
We are looking for a team player who can manage the following responsibilities:
- Working closely and supporting Account Managers
- Processing Certificates of Insurance
- Processing and invoicing endorsements, new business, cancellations, and renewals
- Maintaining an accurate and up to date abeyance system.
- Manage Renewal Lists for Account Managers
- Order driver reports
- Setting up Epic accounts
- Ongoing commitment to expand your insurance industry knowledge
Skills & Requi
rements
For
You To
Succeed
- RIBO license required (or willing to obtain)
- Prior Commercial Lines experience would be an asset
- Strong organizational and time management skills are imperative in this role
- Ability to meet deadlines and targets consistently
- A positive and keen attitude to meet customer needs
- Ability to work in a team environment as well as independently
- Experience with Epic would be an asset.
- Proficient in Microsoft Office
- Effective communication skills
Values We Live By
- Go Beyond
- Be exceptional, shine brightly
Evolve
- Think outside the box
Own It
- Empowered to deliver
Our Promise
- Do the right thing
Unified
- Together as one
What We Offer
- A growing insurance brokerage with access to many markets
- Continuing education
- Modern offices and technology that supports teamwork, skills development, and collaboration
- Competitive salary
- RRSP Matching Plan
- Group Benefits Plan (health, dental, vision)
- Employee Assistance Program
- 4weeks of vacation
- Paid personal days and extra days off at Christmas
- Monday to Friday work schedule 8:30am 4:30pm
- Our offices close early on Fridays of long weekends from May to October
- Full commission on employee home and auto policies
- Exciting company social events
Accommodations
**_