Personal Lines Technical Assistant

What you’ll do

• Maintain data integrity and ensure policy documentation is processed accurately

• Use EPIC confidently, including for policy invoicing

• Stay current on Personal Lines coverage options, carrier portals, products, and underwriting guidelines

• Review policy documents to identify coverage that may have been omitted or removed in error, and arrange corrections

• Work with company underwriters to obtain authorization and resolve policy issues

• Take initiative to support colleagues and help keep day-to-day work moving

• Suggest workflow improvements and contribute to the team’s ongoing development

• Assist with Office Services coverage, including reception, mail, phones, vacation coverage, and emergencies

• Help management monitor and distribute office supplies and materials

What you’ll bring

• RIBO licence not mandatory

• A strong understanding of EPIC and Personal Lines policy processing

• Knowledge of carrier portals, coverage options, and underwriting guidelines

• An interest in sharing your knowledge and supporting colleagues

• Initiative, sound judgment, and a willingness to pitch in

• Careful attention to detail and a commitment to accurate documentation