Customer Service Account Manager (Mandarin or Catonese) (Customer Service 2) Markham, Canada

Position: Customer Service Account Manager (Mandarin or Catonese)
Location: Markham

JOB SUMMARY: The incumbent will provide administrative support to assigned Account Manager(s), with respect to clients who have vehicle and/or habitational policies. Will also provide coverage for Account Manager absences by providing telephonic and e-mail service to clients.

Working closely with one or more Account Manager and following Account Manager instructions
Reviewing suspense lists for both Account Assistant and Account Manager
Preparing certificates of insurance, binders, and liability certificates
Invoicing and preparing letters to clients
Preparing correspondence to insurance companies
Setting up
policy change requests to the insurance company,
confirmation letters to clients and
correspondence to policyholders, mortgages, lienholders and lessors
Setting suspense according to the relevant task
Setting up cancellations, forwarding documents to insuring company, and confirmations to clients
Setting up client screens for cancellation and preparing any related billings
Requesting refunds where applicable, outlining the balance owing where applicable
Forwarding the cancellation survey to clients, when applicable
Performing uploads and downloads from Insurer web-sites or portals
Sorting the daily mail

R.I.B.O. license required
Formal training in general business practices; good attention to detail required
Minimum of one year of general insurance experience, familiarity with some of company’s markets
Good computer skills – SigXp considered an asset
Second language (preferably Mandarin or Cantonese) considered an asset