Client Assistant -Commercial Lines

Location

Mississauga, ON | Canada

Job description

Commercial Lines Client Assistant - Mississauga

General Duties and Responsibilities

Prime Directive: Client service and support.

Processing Commercial Insurance transactions, in accordance with company service and quality standards,
including:

• New, renewal, cancellation and change documents
• Updating Broker Management System (BMS) client policy data, including claims, open/close activity
• Upload and download insurance document through portal transactions where appropriate
• Issuance of documents confirming coverage for interested parties
• Assisting in the preparation of applications, submissions and proposals as directed
• Invoicing as directed by Client Manager
• Account reconciliations
• Scan and attach documents as directed
• Other duties as assigned

• Personal Characteristics

• Professional, friendly and courteous in all interactions with co-workers and clients
• Team player adaptable to a changing environment
• Perform well in a busy operation ability to remain calm under pressure
• Good organization skills, ability to prioritize
• Strong written and verbal communication skills
• Detail oriented
• Looking to obtain a solid commercial insurance foundation with an eye on career advancement

• Qualifications

• Minimum High school diploma, post secondary education an asset
• Excellent keyboarding and data entry skills
• Familiarity with MS suite of products
• Insurance related experience would be an asset
• JOB ID # 585
• For more info please email me [email protected]

Job tags

Salary