Commercial Account Assistant

5 months ago


Saskatoon, Canada Butler Byers Insurance Ltd. Full time

**Commercial Account Assistant**

Duties and Responsibilities:

- Provide technical support to account managers or account executives; specifically, in analyzing client needs, coverage forms and quotations.
- Schedule appointments with clients as requested.
- Accompany account managers or account executives on prospect and client meetings when requested.
- Review client contracts for insurance requirements. Compare to policy to ensure contract complies. Discuss discrepancies with account manager and submit changes to carrier.
- Issue certificates; verify accuracy and compliance and forward to client with appropriate correspondence.
- Complete driver checks for commercial auto fleet policies; forward to client with appropriate correspondence.
- Prepare summaries of insurance, schedules and proposals as needed for account review.
- Request renewal quotes from insurance carrier, create renewal proposals and handle other renewal activities in coordination with the account manager.
- Request changes/modifications to existing policies upon direction of account manager.
- Sale of commercial auto and contractors policies to new and existing clients.
- Completes quarterly Motor Vehicle audits for select Commercial Auto clients.
- Policy Works data entry as assigned.
- Provide support and assistance to SBU account manager as required.
- Provide support and assistance to processing team as required.
- Schedule and attend weekly High Performance Team Meetings. Update the monthly renewal report once meetings are complete and strategy set.
- Maintain P drive reference library.
- Provide backup, relief and clerical/administration support to reception and motor vehicle staff as required.
- Adhere to Zero Backlog procedures.

Pay: $38,000.00-$42,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off

Schedule:

- Monday to Friday

Work Location: In person



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