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Baird MacGregor Insurance Brokers LP

PL Technical Assistant


Posted Apr 031568508

Job Description


Supports the Personal Lines and Executive Service departments in all administrative tasks for Account Executives, Account Managers and Customer Service Reps.


  1. Prepares renewal and endorsement documents which includes client letters, policy documentation and invoicing.

  2. Process and checks all endorsement documents.

  3. Process the daily download/EDI transactions.

  4. Claim confirmations.

  5. Follow up for monthly reports.

  6. Setup client files on Agency Manager.

  7. Process liability slips, abstracts and auto plus monthly.

  8. Scanning, faxing, photocopying and any other administrative support when required.

  9. 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

Contact Information

Baird MacGregor Insurance Brokers LP
Janice MacEachern-Vila
Manager, HR & Operations