Account Associate, Insurance

PLATFORM; Northwestern Ontario; On-site; CAD 80,000 - 100,000; Full time

Job summary

An insurance service provider in Northwestern Ontario is seeking a professional to support the Account Management and Sales team. Responsibilities include executing certificates of insurance promptly, managing client information, and ensuring accurate documentation. Candidates should possess a RIBO License and strong communication skills. This role offers the opportunity to work in a fast-paced team-oriented environment with a focus on professional development.

Qualifications

• RIBO License required.
• Knowledge of Applied Systems EPIC Broker Management System preferred.
• Strong written and verbal communication skills.

Responsibilities

• Support the Account Management and Sales team.
• Execute certificates of insurance within a 2-hour timeframe.
• Coordinate the set up of client information in CS24 and EPIC.

Skills

Strong written and verbal communication skills

Team orientation

Attention to detail

Organizational skills

Education

RIBO License

Tools

Applied Systems EPIC Broker Management System

Job description

How You Will Impact PLATFORM

The successful candidate will provide service excellence to our customers and insurance markets while working as part of a larger, growing team. We are looking for professionals who want to join an exciting, fast paced environment with a strong learning culture with a focus on overall development.

How You Will Be Successful

• Support the Account Management and Sales team by assisting with the assigned book of business
• Execute certificates of insurance as requested by clients within a 2-hour timeframe
• Ensure copies of certificates of insurance are sent to insurers
• Coordinate the set up of client information in CS24, EPIC, and any other system as required
• Provide client access and assistance with the PLATFORM Connect portal
• Issue liability cards when requested
• Update schedules (Vehicle, Driver, Contractors Equipment, Blanket Builders Risk) midterm
• Perform mid-term changes as requested/required by the client
• Ensure proper use of software and portals
• Use Insurer portals to obtain documents
• Request policy changes to insurance companies
• Ensure all activities, documents and correspondence are correct and inputted into EPIC
• Review and invoice all endorsements consistent with PLATFORMS rules and procedures
• Issue Pre-qualification letters
• Prepare renewal materials including schedules, submissions, applications and renewal comparisons
• Provide support to team by checking policy documents for accuracy and completeness
• Execute the issuance of renewal certificates, liability cards, invoices, premium finance contracts, and all other relevant/required documentation within 5 days of renewal order.
• Enter claims into EPIC and Save open/close notices
• Request loss runs from Insurers
• Check EPIC unrouted attachments
  
  

Education, Experience, And Qualifications

• RIBO License
• Knowledge of Applied Systems EPIC Broker Management System is preferred
• Strong written and verbal communication skills
• Team orientation with strong interpersonal skills
• Possess excellent organizational skills and attention to detail