Client Advisor, Commercial Auto Insurance
Core
Provide commercial auto insurance services to clients, managing renewals, new policies, endorsements, and cancellations for fleets and garage policies.
Role type
Client Advisor (Commercial Auto Insurance)
Builds
Commercial auto insurance policies and coverage solutions
Domain
Insurance / Commercial Auto
Required skills
Commercial auto insurance knowledge, ICBC policy processing, fleet/garage policy expertise, claims history review, Broker Management System proficiency, policy wording review
Preferred skills
General Insurance level 2 license, CAIB or CIP designation, 2 years ICBC experience, fleet/garage experience
Technologies
EPIC, Autolink, Microsoft Office, Broker Management System
Responsibilities
Review and process ICBC and private auto renewals, endorsements, new plate policies, and cancellations; Liaise between ICBC and clients to ensure coverage needs are met; Review claims histories and repayment options; Assist in batching documents in ICBC and Autolink systems; Manage commercial auto renewal lists; Review private auto policy wordings for accuracy and completeness
Seniority
Mid-level, experienced IC