Commercial Lines Account Assistant, Mid Market

Job summary

The Account Assistant will support the account management workflow by processing insurance documents, maintaining client records in the Epic system, and handling client queries. They will also assist with claims reporting, invoicing, and providing backup reception coverage as needed.

Job details

The Account Assistant will support the account management workflow by processing insurance documents, maintaining client records in the Epic system, and handling client queries. They will also assist with claims reporting, invoicing, and providing backup reception coverage as needed. Candidates should have post-secondary education or commensurate work experience, along with 1-2 years of insurance account experience. Proficiency in Microsoft Office and the Epic broker management system is required, with a RIBO license considered an asset.

What you’ll do

The Account Assistant will support the account management workflow by processing insurance documents, maintaining client records in the Epic system, and handling client queries. They will also assist with claims reporting, invoicing, and providing backup reception coverage as needed.

Requirements

Candidates should have post-secondary education or commensurate work experience, along with 1-2 years of insurance account experience. Proficiency in Microsoft Office and the Epic broker management system is required, with a RIBO license considered an asset.

Benefits

• Flexible working arrangements
• Generous time-off policies
• Professional training programs
• Tuition reimbursement
• Professional licensing reimbursement
• Membership fee reimbursement
• Discounts on events
• Discounts on travel
• Discounts on accommodations
• Personal home and auto insurance discounts
• Extended health benefits
• Disability insurance
• RRSP matching
• Paid-time-off benefits
• Eligible bonuses
• Commissions

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Epic broker management system
• Insurance certificates
• Auto liability slips
• Policy processing
• Claims reporting
• Client management
• Microsoft Office
• Word
• Excel
• Outlook
• Organizational skills
• Time management
• Communication skills
• Teamwork
• Customer service
• Initiative

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support

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