Client Assistant, Personal Insurance

2 weeks ago


Ottawa, Canada NFP Corp Full time

**Business Line: Personal Lines**

**Hours Per Week**:35 (Full-Time)

**Job Duration**: Full-Time, Permanent

**Office Setting: 5 Days in office / Possible Hybrid setting after training**

**About the Role**

We are seeking an eager, detail oriented individual who will prepare, verify and input policy documentation using Insurer portals and broker management system in support of Insurance Account Managers and Account Executives.

**What You’ll Do**
- Review new business submissions and policy change requests from Account Executives and Account Managers for accuracy, return as necessary for additional input and data-entry
- Ensure relevant documentation is scanned & attached to client file.
- Be fully conversant with the underwriting and binding rules of the main Insurers we deal with.
- Process cancellation requests from Account Managers.
- Order underwriting reports as required.
- Update client files with claims opening and closing notices.
- Perform and assist on projects and other job duties as required.

**What You Bring**
- Excellent computer skills with working knowledge of MS Word/Excel, Outlook and the Internet
- Detail oriented with high degree of keying accuracy for work with on-line systems
- Strong work ethic with comfort level working in a team environment
- Proven ability to work with and meet deadlines
- RIBO license or agreement to obtain license within specified time period
- College diploma and/or office experience would be considered an asset
- Knowledge of TAM (The Agency Manager) would be considered an asset
- **Bilingualism (English/French) would be considered an asset**

**Who We Are**

Rhodes & Williams Ltd. was established in 1935, and has since grown to be one of the largest independently owned insurance brokerages in Ontario. Our reputation has been built upon our willingness to work with clients on their terms, offering them greater choice and flexibility in their insurance and lifestyle needs.

We place a high importance on career development, open communication and a professional and fulfilling work environment. We offer competitive compensation and a comprehensive benefits package.

**What’s In It For You**
- Full time
- Competitive salary & compensation package
- Excellent Employee Benefits

**Our employees are the foundation of our success.



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