Commercial Account Coordinator – Burlington

Commercial Account Coordinator

Comma Recruitment are looking for 1+years experience with commercial accounts, supporting operationally, coordinating with existing customers on new and renewal business by email and occasionally over the phone.

Monday – Friday 9am – 5pm, Located Toronto West, Burlington.

You will be required to:

• Service existing Accounts
• Abeyances – Ensure abeyance items are reviewed/completed on a daily basis and reassign dates as necessary
• Certificates – Coordinates issuance of insurance certificates with client and assigned Process Analyst
• Tracking – Renewal and Change Documents – Prepare tracking sheets and update until all documents have been received and delivered to the insured
• Clients Operations – Develop and maintain basic understanding of clients operations
• Correspondence – Prepare correspondence to insured, brokers and markets as required
• Day to day service of assigned clients – Handle telephone calls, inquiries, coverage changes, review and disbursement of documentation, etc.
• Proof read and edits – All documentation thoroughly prior to sending to the insured or broker, demonstrating a level of attention to detail.

Renewals:

• Ensure renewal process is started on time so timelines can be met
• Gather and prepare information to be sent to the insured
• Request updated claims information

 

Administrative:

• Accounting Discrepancies – Investigate and track accounting discrepancies; review and update accounts receivables for Account Manager. Follow-up with client for outstanding receivables
• Binders, reports, proposals, etc. – prepare as required
• Organize files according to the Department’s protocol as applicable
• Update client and policy information
• Maintain clear documentation
• Meet turn-around time requirements for documentation processing

Please forward resume to [email protected]