Account Coordinator

Description du poste

Role will support the team by managing broker and partner inquiries, tracking cases, and preparing policy documentation. They contribute to renewals, new business onboarding, and the maintenance of accurate client records, while collaborating with internal teams to ensure efficient policy administration.

Ce que nous offrons

• Salary: 55K-60K, based on experience.
• Permanent full-time position, 37.5 hours per week.
• Schedule: Monday to Friday 8 am to 4:30 pm or 9 am to 5:30 pm
• Hybrid work arrangement: 3 days in office, 2 days remote.
• 3 weeks of vacation per year.
• Group insurance program.
• Group RRSP program with employer contribution of up to 4%.
• Annual wellness program valued at $500.

Responsabilités

• Support the Account Manager Team by managing broker, partner, and client inquiries professionally and promptly.
• Handle and follow up on broker and partner queries to ensure accurate, timely resolution.
• Assist with internal escalation of complex issues and track them to resolution.
• Prepare and maintain policy documentation, including endorsements and member materials.
• Support the renewal process by gathering information and coordinating with stakeholders.
• Maintain accurate, up-to-date records for a block of business.

Qualifications

• College diploma or bachelor’s degree in administration, insurance, business management, or a related field.
• 1 to 3 years of experience in administration, customer service, or coordination, ideally within the insurance or financial services sector.
• Experience with contract documentation, file management, and handling client or partner requests.
• Proficiency with computer tools and familiarity with policy administration systems (an asset).
• Bilingual (English/French) is an imperative.
• Strong administrative and organizational skills.
• Knowledge of insurance terminology and policy structures.
• Excellent communication, active listening and interpersonal skills.
• Accuracy in documentation and data entry.
• Strong organizational skills, particularly in managing priorities.
• Ability to manage multiple deadlines in a fast-paced environment.

Pourquoi Recruit Action ?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.