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Commercial Account Assistant – Port Hope

Jones DesLauriers is 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 that will help you succeed in higher level and more challenging insurance roles.  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 within 24 hours for assigned Account Managers and send to appropriate insurer
  • Generate/issue liability slips for renewals, endorsements and new business
  • Process documents: renewals, endorsements, and new business
  • Invoice and execute on premium finance contracts and premium allocations
  • Communicate with Insurers
  • Run MVRs/driver abstracts, CVOR, etc.
  • Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up
  • Maintain and update summary of insurance
  • Update premium comparisons, summaries, executive summaries (if applicable)
  • Input and update of claims and new clients information into TAM
  • Perform Auto Quotes on Compu-Quote when required
  • Prepare renewal requests to clients 100 days in advance as directed by the Account Manager
  • Manage effectively the abeyance system
  • Check policy documents against binders issued
  • Creating policy binders to send out to clients
  • Assist with processing of mail and endorsements for the team
  • Other duties as assigned

 Requirements:                                                           

  • 1 year of insurance experience and TAM brokerage software preferred
  • University degree preferred
  • I.B.O license required
  • 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

Qualified candidates are invited to email their resume and cover letter to: careers@jdimi.com

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.