Corporate Account Administrator

Corporate Account Administrator

We staff and hire the very best. People who are professional, experienced, and genuinely focused on exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing a comprehensive benefit and pension program, a generous time off and education policy including your birthday off and all sorts of great staff celebrations throughout the year. Not to mention our annual ‘Dream’ program that awards one lucky employee with up to $10,000 towards their dream, whatever it may be…

We also happen to sell insurance…..want to work with us?

Megson FitzPatrick is looking for an ambitious, engaging experienced Corporate Account Administrator to join our team. The successful candidate will provide support to the Account Executive and Account Manager of a corporate book of business. To succeed, you will need to be confident, efficient and a client focused individual with strong administrative support skills.

 Main Responsibilities:

  • Process statements of values and certificates of insurance;
  • Process new business, renewals and endorsements;
  • Use our Broker Management System and follow workflows;
  • Review policy wordings and associated documents for accuracy, completeness; note and correct any errors;
  • Assist in the management of the renewal list;
  • Assist in the management of the Director/Manager’s EPIC Homepage;
  • Work with the Manager to ensure service levels and client expectations are met/exceeded;
  • Remarket accounts;
  • Prepare proposals and submissions;
  • Order Appraisals & Loss Controls;
  • Greet walk-in clients and determine their needs;
  • Prepare outgoing mail & couriers;
  • Manage Account Receivables;
  • All other duties as directed by management.

Location and Status:

Victoria, BC

Permanent full-time employment (37.5 hours per week)

Hours 8:30am – 5pm

 Qualifications:

  •  General insurance level 2 license required;
  • 1-year commercial insurance experience required;
  • CAIB and/or CIP Designation, or on an education plan;
  • A diploma/degree in business or other equivalent education is considered an asset;
  • Ability to thrive in a fast paced, challenging work environment;
  • The love and aptitude for administration work;
  • Proficiency with technology including Microsoft Office;
  • Work effectively and efficiently in our Broker Management System;
  • Strong attention to detail;
  • Strong time-management skills;
  • Efficient and always looking to improve processes and procedures;
  • Critical thinker with excellent problem-solving skills;
  • Excellent customer service skills;
  • Reliable;
  • Responsive;
  • Career focused;
  • Self-motivated with strong initiative;
  • Strong organizational skills.

 

Values & Competencies:

  •  High degree of professionalism and integrity;
  • Business acumen;
  • Exceptional interpersonal skills;
  • Good judgement and decision-making skills;
  • Ability to work independently and collaboratively with an established team;
  • Excellent written and verbal communication skills;
  • Flexible and adaptable with proven problem-solving skills;
  • Demonstrates initiative, self-management and a desire to learn and grow.

To apply, email your resume in confidence to resumes@megsonfitzpatrick.com

 

Apply Now

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