Commercial Lines Account Assistant

job
  • Paisley Partners Inc.
Job Summary
Location
Toronto ,ON C6A
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
06 Jan 2025
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Job Description

WE OFFER:

  • Great learning and growth opportunities
  • A competitive compensation package
  • Full Benefits Package
  • RRSP Matching Program
  • Professional Development Courses & Designations
  • 100% tuition re-imbursement for business relevant courses and training
  • Great learning and growth opportunities
  • Hybrid remote work flexibility
  • A volunteer day to make a difference and give back to your community
  • Vary days – including a day off for your birthday


POSITION OVERVIEW:

Paisley Partners is looking for talent in the Insurance Industry! We are currently accepting applications for those who want to start or continue a career in commercial insurance, or those who are motivated by being in an administrative role that offers basic commercial insurance expertise to help you advance your career. Working with an experienced broker, the successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals, servicing clients and other administrative duties on a growing book of business.


RESPONSIBILITIES:

  • Issue certificates of insurance
  • Generate/issue liability slips for renewals, endorsements and new business
  • Assist with processing documents: renewals, endorsements, and new business
  • Run MVRs/driver abstracts, CVOR, etc.
  • Generate applications/forms (e.g. SOV, Profits
  • Worksheets etc.) as directed by the Account Manager
  • Assist with the maintenance of the summary of insurance
  • Update premium comparisons, summaries, executive summaries as directed by an Account Manager
  • Input and update of claims and new clients information into EPIC (Broker Management System)
  • Assist with performing Auto Quotes on Compu-Quote when required
  • Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager
  • Check policy documents against binders issued
  • Creating policy binders for Account Managers
  • Assist with processing of mail and endorsements for the team
  • Other duties as assigned


REQUIREMENTS:

  • Minimum 1 year commercial insurance experience
  • R.I.B.O. required. C.I.P. designation &/or C.A.I.B desired or at minimum working towards the designation (s)
  • Client development/relationship management experience in Commercial Lines desired
  • Strong negotiation skills
  • University / College degree desired
  • Superb interpersonal, communication, and effective problem solving skills
  • Ability to be a self starter with strong communication& organizational skills
  • Advanced skills in Outlook, Excel, Word and EPIC


Navacord 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.

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