ID: 17636

Commercial Lines Account Assistant

Whitley Insurance & Fianancial Services - Trenton, ON


  • 1 year of insurance experience and EPIC brokerage software preferred
  • University degree preferred
  • R.I.B.O license is preferred
  • Working towards C.I.P. or C.A.I.B. designation
  • Superb interpersonal skills and attention to detail
  • Ability to be a self-starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word
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Position Requirements


  • Issue certificates of insurance for approval from Account Manager
  • Generate/issue liability slips for renewals, endorsements and new business
  • Assist with processing documents: renewals, endorsements, and new business
  • Run MVRs/driver abstracts, CVOR, etc.
  • Generate applications/forms (e.g. SOV, Profits Worksheets etc.) as directed by the Account Manager
  • Assist with the maintenance of the summary of insurance
  • Update premium comparisons, summaries, executive summaries as directed by an Account Manager
  • Input and update of claims and new clients information into EPIC
  • Assist with performing Auto Quotes on Compu-Quote when required
  • Assist with sending renewal requests to clients 100 days in advance as directed by the Account Manager
  • Check policy documents against binders issued
  • Creating policy binders for Account Managers
  • Assist with processing of mail and endorsements for the team
  • Other duties as assigned

Type of Job: Full Time,

Hourly Wage/Salary: To be discussed

Hours: Full-time

Closes: Feb 18, 2022


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