COMMERCIAL LINES ASSISTANT
Vaughan, Ontario
Full-Time | Onsite
2-3 years experience ROLES & RESPONSIBILITIES
I. CLIENT INTERACTION
Interact with commercial insurance clients to gather information, assess their insurance needs, and assist in policy-related inquiries.The Ideal candidate should have completed the RIBO License, and must be able to come in the office 5 days per week.II. POLICY PROCESSING
Assist in the processing of commercial insurance policies, including data entry, policy issuance, endorsements, and renewals.III. DOCUMENTATION MANAGEMENT
Maintain accurate and organized documentation for commercial insurance policies, ensuring compliance with industry standards and company procedures.IV. COMMUNICATION
Communicate effectively with clients, underwriters, and other team members to convey policy details, coverage options, and any relevant changes.V. RISK ASSESSMENT
Support in evaluating and assessing risks associated with commercial insurance applications, collaborating with underwriters as needed.VI. CLAIMS ASSISTANCE
Aid clients in navigating the claims process, acting as a liaison between clients and claims adjusters to facilitate prompt and efficient resolution.VII. POLICY REVIEW
Regularly review and update commercial insurance policies, ensuring they align with clients' evolving business needs and industry regulations.VIII. MARKET RESEARCH
Stay informed about market trends, new products, and changes in regulations related to commercial insurance to provide valuable insights to clients.IX. CROSS-FUNCTIONAL COLLABORATE
Collaborate with insurance brokers, underwriters, and other team members to enhance overall service quality and ensure a seamless client experience.
QUALIFICATIONS
I. EDUCATION
High school diploma required; additional coursework or certification RIBO would be a great asset, or if you are willing to get the RIBO course.II. EXPERIENCE
Previous experience in a similar role within the insurance industry is advantageous.III. KNOWLEDGE
Familiarity with commercial insurance products, coverage options, and industry regulations.IV. COMMUNICATION SKILLS
Strong verbal and written communication skills to interact effectively with clients and internal stakeholders.V. ORGANIZATIONAL SKILLS
Detail-oriented with excellent organizational and multitasking abilities.VI. TECHNOLOGY PROFICIENCY
Proficient in using relevant software for policy processing and documentation.VII. CUSTOMER SERVICE
A customer-focused mindset with a commitment to providing excellent service to clients.VIII. ADAPTABILITY
Ability to adapt to changing priorities and work effectively in a dynamic environment.