Summary of Responsibilities
Reporting to the Account Manager, the incumbent must ensure customer satisfaction by responding to account managers' requests and providing technical / administrative support to the entire team.
Specific Responsibilities
- Work collaboratively with account managers to ensure outstanding customer service;
- Update and prepare renewal and new client files within established deadlines;
- Draft and prepare various insurance documents, including cover notes, applications, quotes, policies, endorsements, and client presentations, ensuring timely delivery.
- Process and maintain client file openings in various systems;
- Ensure accurate and up-to-date client files are maintained throughout the year;
- Respond to and prepare certificate requests within 24 hours;
- Resolve payment discrepancies and / or respond to insurance companies’ inquiries.
- Perform any other related tasks as assigned by their supervisor.
- Maintain knowledge of aviation insurance products and services to assist clients effectively.
- Coordinate communications between clients and insurance providers as needed.
Requirements
2–3 years of relevant experience in another field or 1 year of experience as an insurance assistant;Excellent communication skills in French and English (an asset);Excellent proficiency in MS Office software;Knowledge of EPIC (an asset);Ability to develop and maintain productive relationships with internal stakeholders;Excellent customer service skills;Desired Qualities and Skills
Positive attitude and team spirit;Ability to work under pressure with very tight deadlines;Sense of responsibility;Autonomy and initiative;Judgment and problem-solving skills;Excellent time and priority management;Dynamic, professional, autonomous and versatile.