Account Administrator, Commercial Insurance (Venture Division)
Waypoint is a company focused on providing commercial insurance solutions, and they are seeking an Account Administrator for their Venture Division. This role involves supporting the Commercial Insurance team by managing documentation, ensuring compliance, and enhancing client experiences for small business clients.
Responsibilities
- Produce accurate certificates of insurance for small business clients in a timely manner
- Create Cover Notes based on new or renewing policy coverages specific to the Venture Division
- Review policy documents for accuracy in issuance based on binding requests and insurer quotes
- Ensure all client and policy data entered into systems is accurate, complete, and compliant with regulatory and company standards
- Maintain proficiency in EPIC and other brokerage management systems; support data entry, reporting, and document management
- Make recommendations regarding any missing or inadequate coverage after thorough review of files and policies
- Create submissions and/or proposals based on information provided by the Commercial Account Manager focused on small business needs
- Prepare Pre-Renewals and assist with New Applications
- Identify opportunities to streamline administrative processes and contribute to workflow improvements
- Maintain, update, and organize correspondence for entry into EPIC as necessary for small business accounts
- Assist with formatting client documents, including letters, proposals, and emails tailored to small business clients
- Escalate complex or urgent issues to Account Managers or leadership as appropriate, ensuring timely resolution
- Stay up-to-date on the company’s appetite for risk and Binding Authorities relevant to small businesses
- Develop strong relationships and correspond with commercial insurance underwriters, attending industry and broker functions as necessary
- Work closely within a team of Producers, Commercial Technical Administrators, Account Managers, and fellow Account Administrators to support the Navacord team of Commercial Account Managers in the Venture Division
- Participate in ongoing training and development opportunities to enhance knowledge of commercial insurance products and practices
Skills
- Level 1 BC Insurance License required, working towards Level 2
- Minimum of 0-2 years of experience in the insurance industry is required
- Strong desire to build a career in commercial insurance with a focus on small business clients
- Exceptional attention to detail and accuracy
- Ability to thrive in a fast-paced, deadline-driven environment
- Strong organizational and time-management skills
- Effective interpersonal and communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Company Overview