Commercial Account Admin
Masters Insurance Limited
Vaughan, ON

Job Summary

This position involves working with and assisting a dynamic team of Account Executives and Account Associates on a diverse commercial insurance book of business in an administrative capacity. The book of business consists mainly of Construction, Realty and Manufacturing and range from small to mid-size accounts. They are part of a team whose core objective is to service Masters’ commercial clients’ needs and exceed their expectations.

Essential Duties & Responsibilities

  • Work efficiently with TAM and Microsoft Excel in order to perform the following tasks:
  • Assist in creating new term Summaries of Insurance for renewal
  • Issue liability slips (auto)
  • Assemble renewal documentation for presentation to clients
  • Order MVR & autoplus for new and renewal business
  • Update rent rolls
  • Work with team members in moving to a paperless environment in accordance with department standards
  • Perform other related duties and projects, as required

Qualifications

Required:

  • Post-secondary education
  • Minimum 1 year of experience in a similar role
  • Working knowledge of excel

An Asset:

  • Familiarity with The Agency Manager (TAM) and Compu-quote
  • Knowledge of property and casualty insurance

Core Competencies

  • Strong attention to detail
  • Accurate data entry skills
  • Effective verbal and written communication skills
  • Excellent organizational and time management abilities
  • Self-motivation with ability to problem-solve with limited supervision
  • Flexibility to work in a fast-paced and dynamic environment with changing priorities
  • Ability to work independently and as a team member
  • Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
  • Maintain strict confidentiality
  • Demonstrate a strong work ethic
  • Be honest and trustworthy
  • Be respectful of clients, co-workers and management

Job Types: Full-time, Permanent

Experience:

  • similar: 1 year (Preferred)
  • Excel: 1 year (Preferred)

Education:

  • Bachelor's Degree (Preferred)

Language:

  • English (Preferred)