Client Solutions Associate
7 days ago
Job Summary
The Client Solutions Associate will provide administrative and technical support to a team of Client Solutions Managers. This role requires excellent organizational skills, attention to detail, and effective communication with clients and staff.
Key Responsibilities
- Set up and maintain client files
- Process endorsements and mid-term changes to policy
- Request and/or process new business and renewals
- Prepare certificates of insurance and complete post placement checklist with sign off from CSM
- Handle accounting activities for team
- Claims – responsible for reporting claims and f/u for adjuster contact information (where claims support does not exist)
- Insurance Company portals – access various Insurance Company portals to obtain insurance policy documents
About You
We are looking for an individual with excellent computer skills, MS Excel, MS Word, and MS PowerPoint. French business fluency is required, and RIBO license is an asset but not mandatory.
What We Offer
On top of a competitive salary, great teams, and exciting career opportunities, we also offer a wide range of benefits, including flexible medical and dental coverage, life insurance options, retirement savings, and more.
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