personal lines te hnial servie representati ve · 2020. 2. 24. · the mitchell & abbott group...

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Local Touch. Naonal Strength. TM ™®Local Touch. Naonal Strength. Navacord and Navacord logo are Trademarks of Navacord. POSITION OVERVIEW: The Mitchell & Abbo Group is always looking for talent in the Insurance Industry! We are accepng applicaons for those who want to start a new career in personal insurance or those who are movated by being in an administrave role that offers basic personal insurance knowledge that will help you succeed in higher level and more challenging insurance roles. The successful candidate will be responsible for the input of new business and markeng documents, the set-up of new business proposals and other administrave dues to enhance the team’s effecveness. PERSONAL LINES TECHNICAL SERVICE REPRESENTATIVE RESPONSIBILITIES: Providing support for approximately 600 policies Issue cerficates of insurance for approval from Account Manager Generate/issue liability slips for renewals, endorsements and new business Assist with processing documents: renewals, endorse- ments, and new business Run MVRs/driver abstracts, CVOR, etc. Generate applicaons/forms (e.g. SOV, Profits Worksheets etc.) as directed by Manager Assist with the maintenance of the summary of insurance Update premium comparisons, summaries, execuve sum- maries as directed by an Account Manager Input and update of claims and new clients informaon Assist with performing Auto Quotes on Compu-Quote when required Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager Check policy documents against binders issued Creang policy binders for Account Managers Assist with processing of mail and endorsements for the team Other dues as assigned We are commied to providing accommodaon upon request for appli- cants and employees with disabilies. HAMILTON, ONTARIO | REPORTING TO: Personal Lines Manager REQUIREMENTS: Minimum 1 year personal insurance experience R.I.B.O is required and preferably working towards A.I.I.C. or C.A.I.B. designaon Client development / relaonship management ex- perience Ability to be a self starter with strong wrien and oral communicaon skills in addion to strong or- ganizaonal skills Proficiency in Outlook and Microsoſt Office

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Page 1: PERSONAL LINES TE HNIAL SERVIE REPRESENTATI VE · 2020. 2. 24. · The Mitchell & Abbott Group is always looking for talent in the Insurance Industry! We are accepting applications

Local Touch. National Strength.TM ™®Local Touch. National Strength. Navacord and Navacord logo are Trademarks of Navacord.

POSITION OVERVIEW:

The Mitchell & Abbott Group is always looking for talent in the Insurance Industry! We are accepting applications for those who want to start a new career in personal insurance or those who are motivated by being in an administrative role that offers basic personal insurance knowledge that will help you succeed in higher level and more challenging insurance roles. The successful candidate will be responsible for the input of new business and marketing documents, the set-up of new business proposals and other administrative duties to enhance the team’s effectiveness.

PERSONAL LINES TECHNICAL SERVICE REPRESENTATIVE

RESPONSIBILITIES:

Providing support for approximately 600 policies

Issue certificates of insurance for approval from Account Manager

Generate/issue liability slips for renewals, endorsements and new business

Assist with processing documents: renewals, endorse-ments, and new business

Run MVRs/driver abstracts, CVOR, etc.

Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by Manager

Assist with the maintenance of the summary of insurance

Update premium comparisons, summaries, executive sum-maries as directed by an Account Manager

Input and update of claims and new clients information

Assist with performing Auto Quotes on Compu-Quote when required

Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager

Check policy documents against binders issued

Creating policy binders for Account Managers

Assist with processing of mail and endorsements for the team

Other duties as assigned

We are committed to providing accommodation upon request for appli-cants and employees with disabilities.

HAMILTON, ONTARIO | REPORTING TO: Personal Lines Manager

REQUIREMENTS:

Minimum 1 year personal insurance experience

R.I.B.O is required and preferably working towards A.I.I.C. or C.A.I.B. designation

Client development / relationship management ex-perience

Ability to be a self starter with strong written and oral communication skills in addition to strong or-ganizational skills

Proficiency in Outlook and Microsoft Office