Personal Lines Account Assistant

Paisley Partners Inc.; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial services provider in Toronto is seeking a Talent Acquisition Specialist. This is a full-time administrative role focusing on personal insurance, requiring at least one year of experience in the field. Key responsibilities include issuing insurance certificates, processing client documents, and maintaining updated information in the EPIC system. The ideal candidate will possess excellent interpersonal and organizational skills, and hold a R.I.B.O certification. The company values diversity and encourages applicants from all backgrounds to apply.

Qualifications

• Minimum 1 year personal insurance experience.
• R.I.B.O. required; C.I.P. or C.A.I.B desired.
• Ability to be a self-starter with strong communication skills.

Responsibilities

• Generate certificates of insurance.
• Assist with processing renewals and endorsements.
• Update client information in EPIC.

Skills

Interpersonal skills

Communication skills

Problem solving skills

Organizational skills

Advanced skills in Outlook

Advanced skills in Excel

Advanced skills in Word

Experience with EPIC

Education

R.I.B.O. certification

C.I.P. designation

C.A.I.B. designation

Tools

EPIC (Broker Management System)

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Direct message the job poster from Paisley Partners Inc.

Talent Acquisition Specialist | Jones DesLauriers Insurance Management Inc. (Insurance)

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
• 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
• 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)
• Superb interpersonal, communication, and effective problem solving skillsAbility 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.

Seniority level: Associate

Employment type: Full-time

Job function: Customer Service

Industries: Insurance