RESPONSIBILITIES
- Assist the Account Manager(s) in preparing renewal summaries and claims follow up prior to renewals;
- Reminds Account Teams of pasts due Accounts Receivables;
- Attaching documentation into EPIC;
- Working closely with our processing unit;
- Work on CSR 24;
- Issue Finance Contracts;
- Access to online portals to obtain quotes;
- Policy and Endorsement Checking;
- Project follow ups;
- Follow up on outstanding policies, subjectivities from clients and endorsements from insurers;
- In the absence of the Account Manager/Producer, will respond to client inquiries and account questions;
- Issues urgent certificate requests;
- Primary contact to process urgent insurance documentation;
- Reception relief as required;
- Other duties and responsibilities as required.
- A positive team focused attitude;
- Strong Customer Service Skills;
- Commercial experience preferred;
- Level 1 required, Level 2 License preferred (CAIB, CIP, FCIP, CRM is beneficial).
- Competitive salary and benefits programs;
- Professional development training/courses;
- A great collaborative work environment;
- A newly renovated office space with gourmet kitchen;
- On-site gym;
- Yoga/Meditation room;
- We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.