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Working with the guidance of an Account Manager, the Account Service Representative (ASR) helps gather client information necessary for insurance or financing models and prepares drafts of documents necessary for strategy implementation.
Description
Populate and update implementation templates for specific cases
Organize notes of actions to be conducted
Complete insurance applications and request illustrations
Draft actuarial/financing/insurance requests
Prepare documents for review
Manage actions for funding of premiums
Update projects status boards
Initiate annual structure reviews
Some out of town travel will be necessary
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Transportation/Travel Information
- Own transportation
- Willing to travel
- Willing to travel overnight
- Travel expenses paid by employer
Credentials (certificates, licences, memberships, courses, etc.)
- Not required
- Not applicable
Specific Skills
- Access and process information
- Maintain records and statistics
- Explain the type and cost of services offered
- Answer inquiries and provide information to customers
- Perform general office duties
Work Setting
- Private sector
- Insurance
- Business services
Work Location Information
- Urban area
- Various locations
- Relocation costs covered by employer
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- 20/20 vision
- Attention to detail
- Hand-eye co-ordination
- Walking
Security and Safety
- Criminal record check (abstract)
- Driver's validity licence check
- Credit check
Own Tools/Equipment
- Internet access
- Cellular phone
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- Electronic mail
- Presentation software
- Business diagramming software
- General office equipment
- Internet browser
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