POSITION OVERVIEW :
Whitley Insurance and Financial Services is hiring for a Personal Lines Account Assistant. The successful incumbent will be responsible for assisting the Account Manager in servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.
Provide technical assistance to Account Managers
Discuss any concerns or outstanding info with underwriters
Provide back-up support to Account Managers when required
Preparing comparison quotation on renewals where necessary
Prepare new business documents to be sent for signatures, etc.
Action all renewals, new business, endorsements and claims
Process change requests on EPIC
Review and invoice renewals and endorsements
Issue in-house endorsements and new business on company portals
Release renewals after making appropriate changes
Scan and attach documents to EPIC
Quote cross sells and up sell as much as possible
Issue pink slips when needed in addition to completing miscellaneous duties as assigned
Minimum 1-2 years personal insurance experience ideal
R.I.B.O is required and preferably working towards A.I.I.C. or C.A.I.B. designation
Client development / relationship management experience
Ability to be a self-starter with strong written and oral communication skills in addition to strong organizational skills
Proficiency in Outlook, Word and EPIC
We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.