Personal Lines Account Assistant at Ives Insurance
Lakeshore, ON, Canada -
Full Time


Start Date

Immediate

Expiry Date

07 Oct, 25

Salary

41000.0

Posted On

07 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Vision Care, Outlook, Dental Care

Industry

Insurance

Description

QUALIFICATIONS:

  • RIBO license (required).
  • Strong interpersonal, organizational, and problem-solving skills.
  • Ability to manage time effectively and work accurately in a fast-paced environment.
  • Proficiency in MS Word, Outlook, and BMS.
  • Professional demeanor and customer service focus.
    Job Type: Full-time
    Pay: $41,000.00-$45,000.00 per year

Benefits:

  • Company events
  • Dental care
  • Employee assistance program
  • Extended health care
  • On-site parking
  • Paid time off
  • RRSP match
  • Vision care

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Lakeshore, O

How To Apply:

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Responsibilities

KEY RESPONSIBILITIES:

  • Enter new applications and policy changes into portals.
  • Audit applications, change requests, and supporting documents for accuracy.
  • Request additional information when necessary.
  • Confirm premiums match quotes.
  • Review renewals for accuracy and create recommendation letters.
  • Identify up-sell and cross-sell opportunities.
  • Quote policies in portals or explore alternate markets as needed.
  • Remarket policies if necessary due to limited coverage or substandard renewal terms.
  • Maintain underwriting references and stay updated on rates and coverage changes.
  • Support co-workers during absences.
  • Attend meetings, seminars, and community functions.
  • Ensure compliance with RIBO education requirements and track hours.
  • Perform additional tasks as assigned
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