Account Administrator, Commercial Lines

Avant Insurance | Navacord; Winnipeg; On-site; CAD 42,000 - 64,000; Full time

Job summary

Avant Insurance | Navacord in Winnipeg, MB is seeking an Account Administrator to provide centralized administrative support to our commercial lines service team. You will partner with Account Managers and Account Executives to ensure accurate policy documentation, renewals, and endorsements, delivering strong client experiences.

This role rewards meticulous organization, proactive communication, and the ability to manage busy workflows.

Qualifications

• Level 2 General License or willingness to obtain.
• Willing to pursue CAIB designation.
• Strong written and oral communication with high follow-through.
• Diplomacy and business acumen focused on client experience.
• Proficiency in analysis, problem solving, teamwork and adaptability.
• Proficient with Microsoft Office; experience with EPIC is an asset.

Responsibilities

• Lead by example, deliver exceptional customer service and drive business relationships.
• Collaborate with Account Manager on data entry into Policy Works and build submissions.
• Update SOVs, invoices and certificates for endorsements.
• Prepare binders for renewals, auto ID cards, endorsements and certificates.
• Manage BOR letters in compliance with regulations.
• Handle invoicing, certificate generation and Client Connect setup.
• Collect information for renewals and endorsements from clients.
• Submit and update claims in EPIC and ensure endorsements are accurate.
• Communicate changes to underwriters and maintain EPIC workflows.
• Develop knowledge of related insurance products and client needs.

Skills

Communication skills

Organization

Follow-through

Customer service

Teamwork

Analytical thinking

Decision making

Adaptability

Problem solving

Education

Level 2 General License

CAIB designation (in progress)

Tools

Microsoft Office

EPIC

Job description

The Account Administrator provides centralized administrative support to our production and service teams. In this role, you will work closely with Account Managers and Account Executives to ensure a seamless execution of our commercial lines service strategy.

As a dedicated administrative professional, you excel in efficiently managing workflows amidst competing priorities, and deliver consistent, high-quality results without on schedule. Your exceptional follow-through skills and meticulous attention to detail ensures accurate policy documentation, renewals, and endorsements, contributing significantly to the success of the Commercial Lines team, and fostering positive client experiences.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
• Collaborate with the Account Manager on data entry into Policy Works, build submissions and generate required applications/ forms (e.g. SOV, worksheets etc.)
• Update Schedules of Values (SOV), invoices, and certificates for endorsement.
• Prepare and issue binders for renewals, pink cards (Auto ID cards), endorsements, and certificates.
• Manage Broker of Record (BOR) letters in compliance with regulations.
• Handle invoicing, certificate generation, and set up Client Connect for new and renewing accounts.
• Communicate and follow up with clients to gather necessary information for policy renewals, endorsements, and other account-related activities.
• Start the 90-day renewal process by preparing and maintaining insurance summaries as directed and ensuring all COPE are updated.
• Input, update and submit claims and client’s information into EPIC.
• Ensure accuracy of endorsements on policies and communicate changes to clients in collaboration with the Account Manager.
• Communicate change requests from clients to underwriters.
• Maintain and update EPIC and ensure workflows are followed.
• Actively develop an increased knowledge of related insurance products and client needs.
• Other duties as required.

WHAT WE REQUIRE:

• Level 2 General License or willing to obtain.
• Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CAIB.
• Ability to be a self-starter with strong written and oral communication skills as well as high follow-through and strong organizational skills.
• A well-defined sense of diplomacy and business acumen with a focus on customer service and overall client experience.
• Skills in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability.
• Proficiency in Microsoft Office.
• Experience with internal Broker Management Systems (EPIC) considered an asset.