Adjoint(e) technique
Core
Administrative support for portfolio managers and account directors in commercial property and casualty insurance.
Role type
Administrative Assistant (Insurance)
Builds
Client files, billing, payment tracking, insurance certificates, and correspondence.
Domain
Insurance brokerage
Deliverable
dashboards & analysis
Required skills
Advanced Microsoft Office, French (fluent), English (working proficiency), EPIC software, attention to detail, analytical ability, organizational skills, prioritization
Preferred skills
Knowledge of the insurance industry
Responsibilities
Drafting documents, billing, managing client payment follow-up, managing client files, collaborating on client reports, issuing insurance certificates, managing financing processes, processing reimbursement checks, preparing mailing instructions, executing various administrative tasks related to insurance file management