Personal Lines Account Assistant

POSITION OVERVIEW

We are currently accepting applications for those who want to start or continue a career in personal insurance, or those who are motivated by being in an administrative role that offers basic personal insurance expertise to help you advance your career. Working with an experienced broker, the successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals, servicing clients and other administrative duties on a growing book of business.

RESPONSIBILITIES:

•Issue certificates of insurance

•Generate/issue liability slips for renewals, endorsements and new business

•Assist with processing documents: renewals, endorsements, and new business

•Run MVRs/driver abstracts, etc.

•Generate applications/forms as directed by the Account Manager

•Assist with the maintenance of the summary of insurance

•Update premium comparisons, summaries, executive summaries as directed by an Account Manager

•Input and update of claims and new clients information into EPIC (Broker Management System)

•Check policy documents against binders issued

•Creating policy binders for Account Managers

•Assist with processing of mail and endorsements for the team

•Other duties as assigned

REQUIREMENTS:

•Minimum 1 year personal insurance experience

•R.I.B.O. required. C.I.P. designation &/or C.A.I.B desired or at minimum working towards the designation (s)

•Client development/relationship management experience in Commercial Lines desired

•Strong negotiation skills

•University / College degree desired

•Superb interpersonal, communication, and effective problem solving skills

•Ability to be a self starter with strong communication & organizational skills

•Advanced skills in Outlook, Excel, Word and EPIC

Navacord 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.