Account Associate
Account Associate
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Job Description
About the role:
At Michell Sandham we believe in integrity experience and results. As the Account Associate Business Insurance you will be providing support to our Business Insurance team for clients over $10000.00. You will be an integral part of our team for all things Insurance.
About you:
- Integrity You do what is right always.
- Experience You have the experience to build trust and help our clients make informed decisions.
- Results You believe in getting the job done not only on time but right the first time.
Key responsibilities:
- Issue certificates of insurance for approval from Account Manager
- Generate/issue liability slips for renewals endorsements and new business
- Assist with processing documents: renewals endorsements and new business
- Run MVRs/driver abstracts CVOR etc.
- Generate applications/forms (e.g. SOV Profits Worksheets etc. as directed by the Account Manager
- Assist with the maintenance of the summary of insurance
- Update premium comparisons summaries executive summaries as directed by an Account Manager
- Assist with performing Auto Quotes on CompuQuote when required
- Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager
- Check policy documents against binders issued
- Creating policy binders for Account Managers
- Assist with processing of mail and endorsements for the team
- Report and update all claims
What you will need:
- 13 Years experience in the insurance industry
- College or University degree preferred or equivalent work experience
- R.I.B.O. Licensed
- Proficient In Microsoft Office Applied Systems TAM preferred
- Strong Organizational time management and customer service skills
What we will do for you:
- Competitive Compensation
- Extensive Employee Health Benefits including Long Term Disability Healthcare Spending Account Critical Illness Insurance and an EAP Program
- Group RRSP Plan including a 3 Company Match
- Up to $3000 per year towards your Continuing Education
- Up to $600 per year towards a Fitness and Wellness Reimbursement
- Flexible Hybrid Work Environment
- 20 Discount on your Home Insurance and 12.5 Discount on your Auto Insurance through Mitchell Sandham.
- Wellness Fridays where you get every other Friday as a Paid Day Off
- Celebrate your Birthday every year with a Paid Day Off
About us:
Mitchell Sandham is an independent fullservice insurance brokerage specializing in personal and commercial insurance along with financial service offerings. Specialize in designing custom insurance products for businesses including graphic designers restaurants and information technology/knowledge based companies. Also specialize in the personal insurance for these individuals including homes cars excess liability valuable articles and yachts.
All qualified applicants will receive consideration for employment without regard to race colour religion sex sexual orientation gender identity national origin disability or protected veteran status.
For accommodations during the interview process please reach out to
Required Experience:
IC
Employment Type
Full-Time
