Job Description & How to Apply Below
This position seeks organized and accommodating professionals dedicated to high-end results. You will manage important client documents, process insurance needs, and develop rapport to ensure long-term relationships. With an eye for detail, you will follow established workflows to maintain excellence in service delivery and invoicing accuracy.
Key Responsibilities:
• Lead by example in providing client support
• Process documents, including renewals and endorsements
• Timely follow-up on outstanding insurance documents
• Ensure accurate maintenance of claims information
• Accurately service and invoice client accounts
Requirements:
• Preferred post-secondary educational background
• Commitment to obtaining industry-related designations
• Must hold or be willing to acquire a General Insurance License
• Strong sense of diplomacy and business acumen
• Experience with Broker Management Systems like EPIC is a plus
Join a diverse team dedicated to delivering exceptional customer service and fostering client relationships.
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