Client Coordinator, Commercial Insurance (Broker Assistant)
Jones DesLauriers is looking for talent in the Insurance Industry, specifically for a Client Coordinator position. The successful candidate will be responsible for administrative duties, including the input of new business and marketing documents, and assisting with various tasks 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
- Run MVRs/driver abstracts, CVOR, etc
- 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
Skills
- 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
- 1 year of insurance experience and EPIC brokerage software
- University degree
- R.I.B.O license
- Working towards C.I.P. or C.A.I.B. designation
Benefits
- Great learning and growth opportunities
- Hybrid remote work flexibility
- A competitive compensation package
- Full Benefits Package
- RRSP Matching Program
- Professional Development Courses & Designations
- 100% tuition re-imbursement for business relevant courses and training
- Half volunteer day to make a difference and give back to your community
- Vary Days
Company Overview