POSITIONDESCRIPTION
PositionTitle:TechnicalAssistant
Department:Taxi
Reports To: VP,InsuranceAdministration
PRIMARY FUNCTION:
SupportstheTaxidepartmentinalladministrativetasksforVPInsuranceAdministrationandVPSales.
KEY TASKS
- Prepares new and renewal business which includes quote letters, client letters, policy documentation and invoicing.
- Process all certificates of insurance, liability slips, abstracts, auto plus monthly, vehicle schedules, driver schedules and monthly change schedules.
- Process changes i.e. vehicles/lessor/lessee/plate/driver changes as required by clients.
- Review and approve driver additions.
- Process and checks all policy/endorsement documents.
- Preparation of finance contracts and collection of premiums.
- Prepare monthly bordereau reports for insurers.
- Claim confirmations and experience letters for drivers.
- Setup client files.
- Scanning, faxing, photocopying and any other administrative support when required.
- Performs other duties as required
CONTACTS
ExternalRelationships: Clients
InternalRelationships: Executives,DepartmentManagers,DepartmentStaff,OfficeServicesStaff……
RECOMMENDEDEDUCATION,EXPERIENCE& SKILLSSKILL
Education:
- HighSchoolDiploma
- RIBOLicensepreferredorwillingtoobtainwithin3months
Experience & Skills:
- Strong organizations skills with the ability to re-prioritize tasks and manage time effectivelyAccuracy and strong attention to detail
- Excellent communication skills both written and verbal Proficient with MS Office Suite (Outlook, Word, Excel)
- Experience with and understanding of Agency Manager (TAM) system 1 year experience in a similar position
- Reliable and punctual
- Ability to work independently with minimum supervision
Want to know more? Let's Talk! Call or text me at 519-572-6095
Cindy Gowing, PRC
AIRS, Certified Professional Recruiter
JOB-BORN Executive Search Inc.
519-572-6095
BIG ENOUGH TO SERVE YOU …small enough to know you