Job Description

PRIMARY FUNCTION  

Supports the Trucking department in all administrative tasks for Account Executives and VP.

 

KEY RESPONSIBILITIES

  1. Prepares new and renewal business which includes client letters, file setup, policy documentation, invoicing and financing contracts.
  2. Process certificates of insurance, liability slips, update vehicle lists and process abstracts as required.
  3. Process and checks all endorsement documents.
  4. Follow up for monthly reports, outstanding endorsements and ownerships.
  5. Setup and follow up on all abeyance items are completed in a timely fashion and escalates when abeyances exceed 45-60 days to dept. manager.
  6. Maintain up to date claim information as received.
  7. Scanning, faxing, photocopying and any other administrative support when required.
  8. Performs other duties as required.

 

RECOMMENDED EDUCATION

RIBO License preferred or willing to obtain within 3 months

High School Diploma or Community College or commensurate work experience

CIP and/or CAIB designations or working actively working towards designation

 

RECOMMENDED EXPERIENCE & SKILLS

Strong organizations skills with the ability to re-prioritize tasks and manage time effectively

Accuracy and strong attention to detail

Excellent communication skills both written and verbal

Willingness to work a flexible schedule, as situational demands dictate

Proficient with Microsoft Office (Outlook, Word, Excel); Agency Manager (TAM) and other department-specific systems

Minimum of 1 year brokering experience property casualty products

 

At Baird MacGregor & Hargraft, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve, and creating an environment where every employee has the opportunity to reach her/his potential. We are committed to providing accommodation to persons with disabilities. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to janice@hargraft.com.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.  No agencies please.

Please email your resume confidentially to Janice MacEachern-Vila at janice@hargraft.com.

Job Posting Details

Job Type

Full-Time

Market Segment

Commercial Insurance
Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

College
RIBO
Secondary School Diploma

Minimum Experience Required

1 to 2 Years

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