Account Assistant – April 2024
Who We Are
Do you want a company you can grow with? Wylie-Crump and Navacord are one of Canada’s fasting growing commercial insurance brokerages. This is an excellent opportunity if you are looking to grow your insurance knowledge and tailor an intellectually stimulating and fulfilling career path within a dynamic company specializing in insurance and risk management for the Construction sector.
Job Description – Full Time
You will provide excellent customer service to our clients and maintain detailed and accurate documentation in fulfilling the role’s duties & responsibilities:
- Provide Certificate holder list to Account Executive, or if requested, directly to client to ensure it is updated prior to renewal
- Communicate with clients and issue client certificates of insurance and pink cards within 48 hours of renewal, or same day for mid-term requests
- Manage incoming and outgoing communication related to the book of business
- Process new business, renewals and endorsements within Epic, including accurate invoicing of premiums and taxes
- Execute on premium finance contracts and premium allocations
- Provide copies of invoices to the Account Executive or if directed, follow up directly with the client for outstanding account receivables after 30 days
- Maintain claims information in EPIC which includes; input, update and follow-up with client team
- Assist in preparing renewal documentation, such as requests for renewal information, submissions, proposals, binders, policy summaries, stewardship reports, statement of values, fleet schedules, etc.
- Draft policy and endorsement transmittals to clients
- Investigate accounting discrepancies with insurers and correct billings in Epic if necessary
- Draft annual service agreements for review and execution by the Senior Associate or Associate
- Request policy amendments from insurers including abeyances to follow up and follow up on outstanding documents from the Insured or Insurer
- Manage abeyances and follow up on outstanding items with internal team or with client/insurers
- Learn new systems and processes and actively implement with the teams to ensure consistent and effective delivery of services
- Participate in broking and service support team meetings as required
- Participate in industry and association events, including insurer visits and presentations
- Other duties as assigned
Qualifications
- Minimum of High School Diploma with post secondary an asset.
- 3 years of related business experience, with 1 – 2 years of insurance experience desired
- Level 1 insurance agent license an asset.
- 5 days a week of In-office attendance for at least first 6 months –performance will be reviewed to consider hybrid.
Why Wylie-Crump?
Our growth model is built upon employing dynamic people that want to build something truly great. Our team enjoys:
- An office culture that balances our very high professional standards with keeping things light, fun and always respectful, and providing for work/life balance.
- Industry leading compensation packages including salary, group insurance benefits, vacation time and additional perks such as a physical fitness allowance. Please note that salary placement will reflect the successful candidate’s experience and license level.
- Support for education and development tailored to individual employee goals and interests.
To apply, email your cover letter and resume to Darlene at dstevenson@wyliecrump.com.