Supports the Personal Lines and Executive Service departments in all administrative tasks for Account Executives, Account Managers and Customer Service Reps.
Prepares renewal and endorsement documents which includes client letters, policy documentation and invoicing.
Process and checks all endorsement documents.
Process the daily download/EDI transactions.
Follow up for monthly reports.
Setup client files on Agency Manager.
Process liability slips, abstracts and auto plus monthly.
Scanning, faxing, photocopying and any other administrative support when required.
Performs other duties as required.
High School Diploma
RIBO License preferred or willing to obtain within 3 months
Community College or University Degree an asset
Experience & Skills:
Strong organizations skills with the ability to re-prioritize tasks and manage time effectively
Accuracy and strong attention to detail
Excellent communication skills both written and verbal
Proficient with MS Office Suite (Outlook, Word, Excel
Able to work individually and as part of a team
Experience with and understanding of Agency Manager (TAM) system
1 year experience in a similar position
Ability to work independently with minimum supervision