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Account Assistant, Commercial Lines
5 months ago
**Position Overview**:
**Responsibilities**:
- Issue certificates of insurance within 24 hours for assigned Account Managers and send to appropriate insurer
- Generate/issue liability slips for renewals, endorsements and new business
- Process documents: renewals, endorsements, and new business
- Invoice and execute on premium finance contracts and premium allocations
- Communicate with Insurers
- Run MVRs/driver abstracts, CVOR, etc.
- Maintain and update summary of insurance
- Update premium comparisons, summaries, executive summaries (if applicable)
- Input and update of claims and new clients information into EPIC
- Perform Auto Quotes on Compu-Quote when required
- Prepare renewal requests to clients 100 days in advance as directed by the Account Manager
- Manage effectively the abeyance system
- Check policy documents against binders issued
- Creating policy binders to send out to clients
- Assist with processing of mail and endorsements for the team
- Other duties as assigned
**Requirements**:
- 1 year of insurance experience and EPIC brokerage software preferred
- Working towards C.I.P., R.I.B.O. or C.A.I.B. designation an asset
- Superb interpersonal skills and attention to detail
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word
- **Selectpath**_ _is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs._
**Job Types**: Full-time, Permanent
**Benefits**:
- Dental care
- Life insurance
- Paid time off
- RRSP match
Schedule:
- Monday to Friday
Work Location: In person
