Job Description

CL Account Assistant / TSR 

Open to hybrid opportunity.

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

 

PRIMARY FUNCTION

Supports the department in all administrative tasks.

KEY RESPONSIBILIES

  1. Prepares new and renewal business which includes client letters, policy documentation, invoicing and financing contracts.
  2. Process and checks all endorsement documents.
  3. Reports claims to insurers and setup an abeyance.
  4. Claim confirmations.
  5. Setup client files.
  6. Process certificates of insurance, liability slips, abstracts and auto plus monthly.
  7. Follow up for monthly reports.
  8. Scanning, faxing, photocopying and any other administrative support when required.
  9. Performs other duties as required.

RECOMMENDED EDUCATION

  • RIBO Licensed or willing to obtain within 6 months
  • High School Diploma or Community College or commensurate work experience
  • CIP and/or CAIB designation or working actively towards designation

EXPERIENCE

  • Strong organization skills with the ability to prioritize tasks and amange time effectively
  • Accuracy and stong attention to detail
  • Execellent communication skills both written and verbal
  • Proficent with Miroscoft Office (MS Teams, Word, Excel); Agency Manager (TAM) and other department-specific systems
  • Minimum of 1 - 2 years brokering experience in property casualty product

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 their 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.

 

 

Job Posting Details

Job Type

Permanent

Market Segment

Commercial Insurance
Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

CIP Partial Completion
College Secondary School Diploma
RIBO
Secondary School Diploma

Minimum Experience Required

1 to 2 Years

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