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As an Account Coordinator with Aons Saskatoon, SK office, you will provide administrative and technical assistance to the Account Executive and Brokers on assigned risk managed accounts. This role is responsible for assisting with all aspects of the client service program in support of responsive and efficient client service delivery. Duties will include:
Respond to client inquiries and process requests for amendments to client accounts and insurance coverage;
Analyze and summarize insurance renewal terms received from marketing/broking and assist in the preparation of renewal presentation documentation, including forwarding renewal terms to the client;
Obtain premium finance quotes from credit and provide appropriate finance options to clients as required;
Coordinate timely issuance of Certificates of Insurance;
Leads by example by demonstrating and sharing with all lines of business the importance of best practice;
Perform other related duties as assigned.
Qualifications and Experience:
Minimum 1 2 years of commercial insurance experience would be an asset;
General insurance experience is preferred
Ability to work collaboratively as a key member a team and independently with minimum supervision;
Client relationship focused;
Excellent interpersonal, communication and presentation skills;
Strong organization skills and the ability to prioritize under pressure of competing deadlines;
Must have strong computer skills and be proficient with the Microsoft Office Package.
Education and Professional Development:
High school diploma required; post-secondary degree or equivalent is an asset;
General Level 1 License;
Commitment to ongoing learning and professional development including insurance courses/certifications/designations (I.e. Chartered Insurance Professional (CIP), Canadian Accredited Insurance Broker (CAIB) or Certified Risk Management (CRM))
Essential Skills
- Reading text
- Document use
- Writing
- Oral communication
- Working with others
- Problem solving
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Additional Skills
- Provide clients with information
Work Setting
- Insurance
Insurance Clerk Specific Skills
- Administer policy changes
- Process claims transactions
- Compile and maintain insurance data and records
- Calculate insurance premiums
Business Equipment and Computer Applications
- Windows
- MS Word
- Excel
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