Account Assistant, Personal Lines , Insurance

Trenton, ON, Canada
Whitley Newman Insurance & Financial Services
1 Current Job Openings
Apply Now

Job Description

b'

WE OFFER :
  • Great learning and growth opportunities
  • Hybrid remote work flexibility
  • A competitive compensation package
  • Full Benefits Package
  • RRSP Matching Program
  • Professional Development Courses & Designations
  • 100% tuition re-imbursement for business relevant courses and training
  • Half volunteer day to make a difference and give back to your community
  • Vary Days
POSITION OVERVIEW: Whitley Newman Insurance and Financial Services is hiring for a Personal Lines Account Assistant. The successful incumbent will be responsible for assisting the Account Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally. RESPONSIBILITIES:
  • Provide technical assistance to Account Managers
  • 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.
  • Action all renewals, new business, endorsements and claims.
  • 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 slips when needed in addition to completing miscellaneous duties as assigned.
REQUIREMENTS:
  • Minimum 1-2 years personal insurance experience ideal.
  • R.I.B.O license is preferred.
  • C.A.I.B or C.I.P designations preferred but not mandatory.
  • Client development / relationship management experience.
  • Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills.
  • Proficiency in Outlook, Word and EPIC.
Whitley Newman Insurance 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. Job Type: Full-time Benefits:
  • Dental care
  • Paid time off
  • RRSP match
Schedule:
  • Monday to Friday
Ability to commute/relocate:
  • Trenton, ON K8V 5R5: reliably commute or plan to relocate before starting work (required)
Work Location: In person

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Related Jobs

Job Detail

  • Job Id
    JD2145281
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Trenton, ON, Canada
  • Education
    Not mentioned
 
 
Jobs by Function
Popular Job Skills
Popular Industries
Popular Cities
Jobseekers
Employers
Home | About Us | Terms & Conditions | Privacy Policy | Help and FAQ | Contact Us
All rights reserved © 2024.