Client Coordinator, Commercial Insurance Broker Assistant

Jones DesLauriers
CA - Ontario - mississauga
January 6, 2025

WHAT WE OFFER

Great learning and growth opportunities
Hybrid remote work flexibility
A competitive compensation package
Full Benefits Package
RRSP Matching Program
Professional Development Courses & Designations
100% tuition re-imbursement for business relevant courses and training
Half volunteer day to make a difference and give back to your community
Vary Days

POSITION OVERVIEW:

Jones DesLauriers is looking for talent in the Insurance Industry! We are 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 to help you advance your career 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 for approval from Client Manager
Generate/issue liability slips for renewals, endorsements and new business
Assist with processing documents: renewals, endorsements, and new business
Run MVRs/driver abstracts, CVOR, etc.
Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Client Manager
Assist with the maintenance of the summary of insurance
Update premium comparisons, summaries, executive summaries as directed by a Client Manager
Input and update of claims and new clients information into EPIC
Assist with performing Auto Quotes on Compu-Quote when required
Assist with sending renewal requests to clients 100 days in advance as directed by the Client Manager
Check policy documents against binders issued
Creating policy binders for Client Managers
Assist with processing of mail and endorsements for the team
Other duties as assigned

REQUIREMENTS

1 year of insurance experience and EPIC brokerage software preferred
University degree preferred
R.I.B.O license is preferred
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

Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. 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.

Read the full job description and apply online on the recuiter's web-site

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