Job Description

PRIMARY FUNCTION

Supports the Personal Lines and Executive Service departments in all administrative tasks for Account Executives, Account Managers and Customer Service Reps.

 

KEY RESPONSIBILITIES

  1. Prepares renewal and endorsement documents which includes client letters, policy documentation and invoicing.
  2. Process and checks all endorsement documents.
  3. Process the daily upload/EDI transactions.
  4. Claim confirmations.
  5. Follow up for monthly reports.
  6. Setup client files on Agency Manager.
  7. Process liability slips, abstracts and auto plus monthly.
  8. Scanning, faxing, photocopying and any other administrative support when required.
  9. Performs other duties as required.

 

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

 

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

Proficient with MS Office Suite (Outlook, Word, Excel)

Able to work individually and as part of a team

Experience with and understanding of Agency Manager (TAM) system

1 year experience in a similar position

Ability to work independently with minimum supervision

 

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. If you require accommodation during the recruitment or interview process, we will work with you to accommodate your needs.

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

Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

College Secondary School Diploma
RIBO
Secondary School Diploma

Minimum Experience Required

1 to 2 Years

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