Our client is seeking a dynamic client focused Account Assistant to join our Personal Insurance Team. This is an ideal role for someone who wants to build their insurance career, is a strong team player who enjoys working with people who are committed to delivering results, backed by a supportive leadership team and a collaborative, people-first culture. This role reports directly to the Manager, Operations and Quality Control.

What You’ll Do

 

• Develop and maintain expertise of EPIC Broker Management System.
• Deliver the highest standard of review and processing of New Business and Remarket policies within EPIC and Carrier partner systems.
• Engage with team daily to drive productivity and troubleshoot for issue resolution.
• Display strong written and verbal communication skills.
• Work cohesively with team to achieve desired results with daily tasks and responsibilities 
• Display strong time management, prioritization, and multitasking skills.
• Offer robust analytical, logical, and technical support to our service and sales teams.
• Provide prompt and accurate solutions to daily queries, both internal and external.
• Demonstrate high level of initiative to drive results and improvements.
• Complete activity input and reconciliation for New Business and remarkets in a timely fashion.
• Generate client communication and follow-up activity 
• Back up service support division as required.
• Training and mentorship of fellow team members.
• Supportively assist, participate, and contribute to workflows, processes, and meetings.
• Review, assignment and processing of various Download tasks daily.

 

Qualifications And Expertise That Pave The Way For Success

• Experience in EPIC  (must have)
• Strong team player with the ability to work independently.
• Great attitude, self-motivated and logical thinker that can work in a fast-paced environment.
• Strong interpersonal and organizational skills.
• Strong time management, prioritization, and multitasking skills.
• Strong understanding of Microsoft Office (Word, Excel).
• Strong verbal and written Communication skills.
• Ability to exercise initiative and follow-up skills.
• Interest in pursuing a career in Insurance.