Commercial Account Assistant
3 weeks ago
Hoffmann Kool Insurance is looking for a Commercial Account Assistant. This position will support our Account Managers and the books of business they manage.
The daily duties of the role would consist of:
- Assisting Account Managers in submitting first reports of claims, obtaining adjustors or visits from agency staff; facilitates prompt response from carrier staff and follows-up on claims status to keep clients informed and to work toward settlement of all claims; uses each claim contact as an occasion to review coverages and market as needed
- Reviews audits of policies, verifies accuracy and facilitates corrections, as needed, between client and carrier
- Processes and follows-up on cancellation requests to carriers to ensure accurate and timely resolution.
- Prepares summaries of insurance 90 days in for AM, schedules and proposals as needed for account review
- Invoice and processes new policies, renewals, endorsements, claim update and non-pay notices
- Provides certificates, EPI, Auto ID cards
- Sets priorities and manages workflow to ensure efficient, timely and accurate process of transactions and other responsibilities
- Document work related activities with the client in an appropriate activity in EPIC
- Maintain strong clientele relationships
- Adheres to Zero Backlog procedures
- Adheres to High Performance Team Contract
Insurance is a fast-paced industry with a lot of room for career growth. We are looking for an individual with insurance knowledge looking for a new opportunity.
Hoffmann Kool offers a competitive salary, a comprehensive benefits package, and other employee bonuses.
We look forward to hearing from you
**Job Types**: Full-time, Permanent
**Salary**: $40,000.00-$53,000.00 per year
**Benefits**:
- Dental care
- Flexible schedule
- RRSP match
- Vision care
Schedule:
- Day shift
Work Location: In person
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