SUMMARY OF POSITION:

As a Technical Assistant, you will be responsible for assisting the Commercial Account Managers and Account Executives meet company objectives and service standards to clients, colleagues, and insurers.

KNOWLEDGE, SKILLS, ABILITIES

• Obtain/sort documents and information quickly
• Strong verbal and written communication skills
• Proficient in data entry and strong attention to detail
• Ability to meet deadlines and work in a fast-paced, high-volume environment
• A positive attitude and a willingness to learn
• Effective time management and organizational skills

QUALIFICATIONS AND EXPERIENCE

• Education: A college or university diploma an asset
• Excellent knowledge of the MS Office Suite (Excel, Outlook, and Word)
• Prior experience working in an office or in a team environment
• Customer service experience is an asset
• RIBO Licence preferred

WHO WE ARE & WHAT WE OFFER

BMS Canada is a division of BMS Group Ltd., a specialist Lloyd’s Insurance Brokerage with more than 750 staff across 25 global offices throughout Canada, USA, Australia, Europe and Asia, and is headquartered in London, UK. BMS is a Canadian-owned insurance brokerage and prides itself on its entrepreneurial spirit and focus on leading service.
BMS Canada has been recognized as a Top Brokerage and Top Insurance Workplace. Our teams work collaboratively with our global offices to deliver innovative insurance and risk management solutions.
We invest in our people and believe in supporting each team member’s growth and development.

• Prepare certificates of insurance and automobile liability cards (pink slips)
• Assist with the preparation of renewal presentations and new business proposals
• Follow up on policies and endorsement
• Order MVR’s and Autoplus’s
• Prepare and update Excel spreadsheets
• Preparing binder letters and letters for clients
• Invoicing and assist in premium financing contracts
• Request loss experience from insurers
• Various administrative tasks including answering the phone politely and courteously
• Maintaining office supplies inventory, scanning, photocopying, and mailing
• Support for various team members as needed