Client Coordinator, Commercial (Insurance Broker Assistant)
Top Benefits
About the role
WHAT 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:
Jones DesLauriers is looking for talent in the Insurance Industry! We are accepting applications for those who want to start a new career in commercial insurance, or those who are motivated by being in an administrative role that offers basic commercial insurance knowledge to help you advance your career The successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals and other administrative duties to enhance the team’s effectiveness.
RESPONSIBILITIES
- Issue certificates of insurance for approval from Client Manager
- Generate/issue liability slips for renewals, endorsements and new business
- Assist with processing documents: renewals, endorsements, and new business
- Run MVRs/driver abstracts, CVOR, etc.
- Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Client Manager
- Assist with the maintenance of the summary of insurance
- Update premium comparisons, summaries, executive summaries as directed by a Client Manager
- Input and update of claims and new clients information into EPIC
- Assist with performing Auto Quotes on Compu-Quote when required
- Assist with sending renewal requests to clients 100 days in advance as directed by the Client Manager
- Check policy documents against binders issued
- Creating policy binders for Client Managers
- Assist with processing of mail and endorsements for the team
- Other duties as assigned
REQUIREMENTS
- 1 year of insurance experience and EPIC brokerage software preferred
- University degree preferred
- R.I.B.O license is preferred
- Working towards C.I.P. or C.A.I.B. designation
- Superb interpersonal skills and attention to detail
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word
Jones DesLauriers 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.
About Jones DesLauriers
We Are Jones DesLauriers.
Canada’s industry-leading professional services firm and strategic partner for corporate insurance, risk management and employee benefits providing expert solutions for each step of our clients’ journey.
An industry disruptor, we combine two of the country’s largest independent commercial insurance and benefits brokers. Together, we bring a wealth of intellectual capital and a multidisciplinary approach to serving all our clients’ needs with best-in-class planning and solution strategies.
JDIMI is the broker of choice for quality conscious insurance buyers who appreciate thoroughly planned, cost effective strategies to insurance and risk management. Our employees are some of the most knowledgeable brokers in the industry, providing comprehensive insurance advice to allow our clients to make informed buying decisions.
Recognizing that human capital is a key driver to success and a competitive edge in today’s performance-based economy, we encourage an environment that supports professional, personal and social development. We invest in the education of our people to further develop their talent and ensure every broker is equipped with the most up-to-date information and market trends.
As a JDIMI colleague, you can expect to benefit from the mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, extraordinary clients and partners, and being associated with a highly esteemed brand.
Client Coordinator, Commercial (Insurance Broker Assistant)
Top Benefits
About the role
WHAT 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:
Jones DesLauriers is looking for talent in the Insurance Industry! We are accepting applications for those who want to start a new career in commercial insurance, or those who are motivated by being in an administrative role that offers basic commercial insurance knowledge to help you advance your career The successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals and other administrative duties to enhance the team’s effectiveness.
RESPONSIBILITIES
- Issue certificates of insurance for approval from Client Manager
- Generate/issue liability slips for renewals, endorsements and new business
- Assist with processing documents: renewals, endorsements, and new business
- Run MVRs/driver abstracts, CVOR, etc.
- Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Client Manager
- Assist with the maintenance of the summary of insurance
- Update premium comparisons, summaries, executive summaries as directed by a Client Manager
- Input and update of claims and new clients information into EPIC
- Assist with performing Auto Quotes on Compu-Quote when required
- Assist with sending renewal requests to clients 100 days in advance as directed by the Client Manager
- Check policy documents against binders issued
- Creating policy binders for Client Managers
- Assist with processing of mail and endorsements for the team
- Other duties as assigned
REQUIREMENTS
- 1 year of insurance experience and EPIC brokerage software preferred
- University degree preferred
- R.I.B.O license is preferred
- Working towards C.I.P. or C.A.I.B. designation
- Superb interpersonal skills and attention to detail
- Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
- Advanced skills in Outlook, Excel, Word
Jones DesLauriers 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.
About Jones DesLauriers
We Are Jones DesLauriers.
Canada’s industry-leading professional services firm and strategic partner for corporate insurance, risk management and employee benefits providing expert solutions for each step of our clients’ journey.
An industry disruptor, we combine two of the country’s largest independent commercial insurance and benefits brokers. Together, we bring a wealth of intellectual capital and a multidisciplinary approach to serving all our clients’ needs with best-in-class planning and solution strategies.
JDIMI is the broker of choice for quality conscious insurance buyers who appreciate thoroughly planned, cost effective strategies to insurance and risk management. Our employees are some of the most knowledgeable brokers in the industry, providing comprehensive insurance advice to allow our clients to make informed buying decisions.
Recognizing that human capital is a key driver to success and a competitive edge in today’s performance-based economy, we encourage an environment that supports professional, personal and social development. We invest in the education of our people to further develop their talent and ensure every broker is equipped with the most up-to-date information and market trends.
As a JDIMI colleague, you can expect to benefit from the mentorship of seasoned and passionate professionals; working with like-minded, results-driven team members, extraordinary clients and partners, and being associated with a highly esteemed brand.