Client Coordinator, Commercial Insurance (Broker Assistant)

Jones DesLauriers; Toronto; On-site; CAD 47,000 - 59,000; Full time

Benefits offered by this job

Professional Development Courses

100% tuition reimbursement

Volunteer days

Job summary

A leading insurance firm located in Toronto is seeking an Administrative Assistant in the commercial insurance sector. The successful candidate will manage new business and marketing documents, assist in processing renewals, and support Client Managers with various tasks. This role requires at least 1 year of insurance experience, proficiency in EPIC brokerage software, and strong organizational skills. A commitment to diversity and inclusion is a priority within the organization.

Qualifications

• 1 year of insurance experience.
• Experience with EPIC brokerage software 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.
• Strong written and oral communication skills.
• Advanced skills in Outlook, Excel, Word.

Responsibilities

• Issue certificates of insurance for approval.
• Generate/issue liability slips for various purposes.
• Assist with processing documents and applications.
• Update claims and new client information in EPIC.
• Assist with sending renewal requests to clients.

Skills

Insurance experience

EPIC brokerage software

Interpersonal skills

Attention to detail

Communication skills

Organizational skills

Advanced Outlook

Advanced Excel

Advanced Word

Education

University degree

Job description

Benefits

• Professional Development Courses & Designations
• 100% tuition reimbursement 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
• 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

Salary Range: $47,000 - $59,000

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.

We are committed to providing an inclusive and accessible recruitment and employment experience. Accommodations are available throughout the selection process in accordance with applicable human rights and accessibility legislation. If you require accommodation, let us know and we will work with you to meet your needs.