Account Administrator

Job Responsibility:

ABOUT GIFFORD CARR INSURANCE GROUP

Our story dates to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation. An independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to countless policies and plans, nationwide. We work for you.

With over 70 years of experience, our knowledge and wisdom in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients. Trust us with what matters most. At Gifford Carr, we are on your team.

JOB SUMMARY

Gifford Carr is looking to add to its Personal Lines Accounts team a dynamic, energic and team-oriented Account Administrator. Reporting to the Director of Personal Lines, the successful candidate will provide quality, responsive day-to-day client account administration. The Personal Lines Account Administrator must be well organized and possess the ability to prioritize workflow while assisting their team; the Account Executive and Account Manager as required.

CORE RESPONSIBILITIES

· Maintain positive, long-term relationships with clients, insurance company representatives and team members

· Provide assistance to the team; the Account Executive and Account Manager as needed

· Provide quality, responsive day-to-day client account administration

· Learn and become proficient processing in the Broker management system and all additional supporting platforms and portals

· Prioritize and optimize workload and respond to time sensitive deadlines

· Verify and process new business, renewals and endorsements and prepare correspondence

· Prepare certificates of insurance, binders, and liability slips

· Review and invoice transactions, prepare finance contracts and corresponding communication

· Review renewal lists and requests and follow-up with insurance companies for terms

· Maintain current client files

· Pull reports as necessary including insurance history, drivers' abstract and building evaluations

· Additional responsibilities as it pertains to the insurance operations that may arise from time to time

QUALIFICATIONS & EXPERIENCE

· Experience as a Personal Lines Account Administrator (TSR)

· RIBO license is an asset or can be worked towards

· Working knowledge of Epic and Policy Works is an asset

· Effective verbal and written communications skills

· Ability to work well under pressure with minimum supervision

· Commitment to positive team dynamic

· Excellent time management and organization skills

· High attention to detail and accuracy

· Ability to multi-task and respond to time sensitive deadlines

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care
• Wellness program

Work Location: In person