Account Associate

About the role:

At Michell Sandham, we believe in integrity, experience, and results. As the Account Associate – Business Insurance you will be providing support to our Business Insurance team for client’s over $10,000.00. You will be an integral part of our team for all things Insurance.

About you:

• Integrity – You do what is right, always.
• Experience – You have the experience to build trust and help our client’s make informed decisions.
• Results – You believe in getting the job done, not only on time, but right the first time.

Key responsibilities:

• 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
• 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
• Report and update all claims

What you will need:

• 1-3 Years experience in the insurance industry
• College or University degree preferred or equivalent work experience
• R.I.B.O. Licensed
• Proficient In Microsoft Office, Applied Systems TAM preferred
• Strong Organizational, time management and customer service skills

What we will do for you:

• Competitive Compensation
• Extensive Employee Health Benefits including Long Term Disability, Healthcare Spending Account, Critical Illness Insurance, and an EAP Program
• Group RRSP Plan including a 3% Company Match
• Up to $3,000 per year towards your Continuing Education
• Up to $600 per year towards a Fitness and Wellness Reimbursement
• Flexible Hybrid Work Environment
• 20% Discount on your Home Insurance and 12.5% Discount on your Auto Insurance through Mitchell Sandham.
• Wellness Fridays where you get every other Friday as a Paid Day Off
• Celebrate your Birthday every year with a Paid Day Off

About us:

Mitchell Sandham is an independent full-service insurance brokerage specializing in personal and commercial insurance along with financial service offerings. Specialize in designing custom insurance products for businesses including graphic designers, restaurants, and information technology/knowledge based companies. Also, specialize in the personal insurance for these individuals including homes, cars, excess liability, valuable articles and yachts.

All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

For accommodations during the interview process please reach out to jobs@mitchellsandham.com.