Commercial Technical Assistant
My Insurance Recruiter Inc
Location
Mississauga, ON | Canada
Job description
This role supports commercial account managers and senior commercial staff
KEY TASKS
- Setup client files.
- Prepares new and renewal business which includes client letters, policy documentation, invoicing and financing contracts.
- Process all certificates of insurance, liability slips and abstracts.
- Process and checks all endorsement documents.
- Ensures all accounts are billed and collectedly appropriately in keeping with office policy.
- Follow up for monthly reports and payments with clients and update reporting schedule.
- Prepare claim confirmations and experience letters for drivers.
- Prepare monthly bordereau reports for insurers.
- Prepare renewal claims analysis as required.
- Prepare and produce renewal monthly loss runs for analysis.
- Update and maintain earned premium monthly reports.
- Scanning, faxing, photocopying and any other administrative support when required.
- Performs other duties as required.
RECOMMENDED EDUCATION, EXPERIENCE & SKILLS
Education: High School Diploma
RIBO License preferred or willing to obtain within 3 months
Community College or University Degree an asset
Experience & Skills: Strong organizations skills with the ability to re-prioritize tasks and manage time effectively
Accuracy and strong attention to detail
Excellent communication skills both written and verbal
Proficient with MS Office Suite (Outlook, Word, Excel)
Able to work individually and as part of a team
Experience with and understanding of Agency Manager (TAM) system
1 year experience in a similar position
Job tags
Salary
