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Commercial Lines Account Assistant

3 months ago


St Catharines, Ontario, Canada Morison Insurance Brokers Inc. Full time

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.

Catharines office.

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
**_