Job Summary
Navacord Insurance Services prides ourselves on being there when our community needs us most. With offices spread throughout Ontario and beyond, we’re proud to serve our communities by providing industry leading customer service and care. We’re proud to support Navacord in their mission to, “build the great Canadian brokerage”.
Our Commercial team is excited to be adding an Account Assistant. Reporting to the Director of Commercial Lines, the Account Assistant fosters relationships with a book of business by supporting clients by advising and supporting their unique needs.
As a Commercial Account Assistant, you’ll be the go-to advisor for our clients, providing exceptional commercial account management and acting as the primary link between clients and insurance companies. In this role, you’ll expertly guide clients through the details of their insurance needs while ensuring everything aligns with our brokerage’s standards.
What You’ll Do:
- Marketing and Data Support: Maintain accurate client and policy information in Broker Management System and Policy Works to support marketing, renewal, and servicing activities.
- Policy Documentation: Prepare renewal correspondence, client communications, proposals, binders, confirmations of coverage, and other policy-related documents.
- Certificates & Endorsements: Issue Certificates of Insurance and review, process, and document policy endorsements accurately and efficiently.
- New Business & Renewals: Prepare submissions for new business and renewal opportunities, ensuring all required information is complete and ready for market.
- Account Manager Assistance: Support Account Managers by gathering underwriting information, providing reports (ITV, BVS, portal activity, and quotes), and assisting with day-to-day servicing needs.
- Policy Administration: Set up finance contracts, process cancellations, and communicate policy changes and cancellation activity to Account Managers.
- Client Service & Billing Support: Assist clients with billing and payment inquiries while delivering a high level of customer service.
- Team Support: Collaborate with colleagues and provide coverage during absences to ensure seamless client service.
- Professional Standards & Development: Stay current on industry trends, coverage changes, and underwriting updates while maintaining confidentiality, upholding professional ethics, and meeting RIBO continuing education requirements.
What You Bring:
- Licenses & Certifications: RIBO license or a willingness to pursue it.
- Skills: Top-notch communication, problem-solving, time management, and organizational skills.
- Efficiency: Ability to thrive in a fast-paced environment while maintaining accuracy.
- Tech Savvy: Comfortable using MS Word, Outlook, company portals, and our Broker Management System.
- Professionalism: Positive demeanor and appearance, with a commitment to confidentiality and high standards of ethics.
The Details:
- Work Environment: Frequent use of electronic media.
- Work Model: Flexible hybrid option available.
- Local Travel: Occasional use of a personal vehicle for local travel may be required.
Benefits & Perks:
- Comprehensive Health & Dental benefits
- Life Insurance coverage options
- Group RRSP with employer participation
- Education reimbursement program to support ongoing learning
- Employee Recognition Program
- Generous vacation and Paid Time Off program
Please be advised that we do not use artificial intelligence (AI) tools in the candidate selection and screening process for this role. All screening is performed directly by Human Resources staff and the hiring manager for this role.
This is a currently vacant position being actively recruited.
There is not a mandatory requirement for specific Canadian work experience to be considered for this role.
Navacord Insurance Services Ontario South West Inc is committed to fostering an inclusive, accessible environment where all employees 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. If you require an accommodation in the recruitment process, please advise HR when you apply.
Pay: $45,000.00-$51,000.00 per year
Benefits:
- Company events
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
Work Location: Hybrid remote in Essex, ON N8M 2K1
