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Account Administrator
2 weeks ago
**ABOUT GIFFORD CARR INSURANCE GROUP**
Our story dates to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation. An independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to countless policies and plans, nationwide. We work for you.
We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients. As we continue to grow to support our local communities, our priorities remain the same - protecting what matters to you.
With over 70 years of experience, our knowledge and wisdom in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients. Trust us with what matters most. At Gifford Carr, we are on your team.
**JOB SUMMARY**
**CORE RESPONSIBILITIES**
- Maintain positive, long-term relationships with clients, insurance company representatives and team members
- Provide assistance to the team; the Account Executive and Account Manager as needed
- Provide quality, responsive day-to-day client account administration
- Learn and become proficient processing in the Broker management system and all additional supporting platforms and portals
- Prioritize and optimize workload and respond to time sensitive deadlines
- Verify and process new business, renewals and endorsements and prepare correspondence
- Prepare certificates of insurance, binders, and liability slips
- Review and invoice transactions, prepare finance contracts and corresponding communication
- Review renewal lists and requests and follow-up with insurance companies for terms
- Maintain current client files
- Pull reports as necessary including insurance history, drivers’ abstract and building evaluations
- Additional responsibilities as it pertains to the insurance operations that may arise from time to time
**QUALIFICATIONS & EXPERIENCE**
- Experience as a Commercial Account Administrator (TSR)
- RIBO license is an asset or can be worked towards
- Working knowledge of Epic and Policy Works is an asset
- Effective verbal and written communications skills
- Ability to work well under pressure with minimum supervision
- Commitment to positive team dynamic
- Excellent time management and organization skills
- High attention to detail and accuracy
- Ability to multi-task and respond to time sensitive deadlines
