Personal Account Assistant

1 week ago

Concord, Canada Northbrook Insurance Group Inc. Full time

Northbrook Insurance Group Inc. is a boutique insurance brokerage located in Vaughan Ontario. We are a customer-focused organization with strategic business divisions of Personal and Commercial Insurance, Life Insurance, Travel Insurance as well as Group Benefits. We pride ourselves on providing our clients with exceptional customer service to cultivate and enrich ones insurance experiences, while delivering the most comprehensive and economical insurance solutions. Our hands-on-knowledge of the insurance and risk management industry allows us to respond to our client's needs and contribute to our client's success.

Our commitment and dedication is not only to our customers, but it extends to our exceptional team. We recognize the importance of human capital as a key driver for our success as an organization. We are an organization that believes in professional, personal and social development of each team member. Our team of experts are some of the most knowledgeable brokers in the industry, providing each client with comprehensive insurance advice and an exceptional insurance experience. As a Northbrook team member, you can expect to benefit from mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, professional clients and being part of a growing team.

**Position Summary**:
Northbrook Insurance is hiring a **Personal Account Assistant**. The successful incumbent will be responsible in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.

**Responsibilities**:

- Remarketing a book of business (CQ, determine best fit, upload business to appropriate market including payment information, send remarket letters to clients, follow up for new business, check new policies for accuracy)
- Discuss any concerns or outstanding info with underwriters
- Provide back-up support to Account Managers when required
- Preparing comparison quotation on renewals where necessary
- Prepare new business documents to be sent for signatures, etc.
- Process change requests on Epic
- Review and invoice renewals and endorsements
- Issue in-house endorsements and new business on company portals
- Release renewals after making appropriate changes
- Scan and attach documents to Epic
- Quote cross sells and up sell as much as possible
- Issue pink slip when needed in addition to completing miscellaneous duties as assigned
- Achieve performance metrics as set out by the Personal Lines Manager
- Reception back up
- Work with finance department and personal lines dept. to review and correct commission differences

**Qualifications**:

- An active and in good standing RIBO license is required
- Minimum 3 years of personal insurance experience
- Strong written, oral communication and presentation skills
- Client development/relationship management experience
- High attention to detail with strong organizational skills
- A self-starter wanting to grow with the organization
- Proficient skills in Outlook, Excel, Word and Epic

Pay: From $50,000.00 per year

Additional pay:

- Commission pay

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Paid time off

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Concord, ON L4K 4E3

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