Account Assistant, Personal Insurance

THE ROLE

The Personal Insurance Account Assistant provides centralized administrative support to our personal lines team to allow a seamless execution of our home & auto service strategy. Personal Insurance Account Assistants are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.

As a Personal Insurance Account Assistant, you are a Guardian, unselfish and approachable with a preference for detailed, skill-based work. You are;

• Thoughtful, steady, and reliable
• Requiring strong structure and adherence to the rules
• An eye for managing detail-work and always following through.

WHAT YOU’LL DO:

• Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service;
• A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs;
• Support the Personal Lines Advisor’s to reach growth initiatives on behalf of the Personal Lines department;
• Efficiently handle document processing, which includes new business, renewals and endorsements within EPIC for all personal lines policies. 
• Proactively supporting the team by taking work from the central queue without prompts;
• Timely follow up on outstanding documents from the Insured or Insurer;
• Ensure EPIC workflows are followed including maintaining and updating claims information;
• Ensure accurate and prompt management of all accounts and invoicing process, encompassing a wide range of tasks such as Agency Billing, addressing non-payment concerns, billing amendments and payments for clients, managing NSF cases and facilitated with account cancellations due to missed payments; and
• Other duties as required.

WHAT WE REQUIRE:

• An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred;
• Willing to invest time in extensive training and obtaining insurance industry related professional designations such as CIP, CRM and CAIB;
• Must hold a General Insurance License or willing to obtain;
• A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience;
• Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability;
• Proficiency in Microsoft Office Suite
• Experience with internal Broker Management Systems (EPIC) considered an asset.