Overview
My client is a very reputable independently owned mid-sized insurance brokerage that is looking to hire a technical assistant for their Toronto Office.
Responsibilities
- Issue certificates of insurance & submitting to insurers as well as to clients.
- Issue automobile liability cards and send out as directed
- Confirm auto insurance for new vehicles with dealerships & submit to insurers
- Follow up for signed statement of values
- Follow up on outstanding endorsements by sending second requests and contacting the Insurer if necessary.
- Obtain finance contracts
- Check endorsements for differences from original requests, consulting with Practice Specialists as required; returning incorrect documents to Insurers for re-issue.
- Responding to Lienholder/Lessor/Mortgagee requests for copies of insurance
- Order loss experience from insurers
- Participating in continuing education programs, as available. Further, this is an entry position and TA should make use of any opportunities to acquaint themselves with underwriting reference material & insurer requirements
- Diligent observation of and respect for RIBO Code of Conduct and Privacy policy and procedures in place, in all aspects of professional conduct
- Contributing to and maintaining professional atmosphere and appearance of the office
- Participating fully in the team effort to continuously improve all aspects of customer service
- Other duties or responsibilities as requested by the department manager and the account manager.
Qualifications
- Experience with a broker management system is preferred
- RIBO license is an asset
- Excellent communication and interpersonal skills
- Existing knowledge of insurance products, industry regulations and underwriting processes is an asset
- Proficient in Microsoft Office
Information
- City: Toronto
- Job Type: Full-Time
- Education: Post Secondary Education
- Expertise: Broker-Commercial
- Minimum experience required: 1 to 2 Years