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Technical Assistant

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Job type

full time

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Consilium Insurance and Financial Services Group is an independent insurance firm specialized in commercial insurance with a team of brokers in personal insurance to support brokers. The head office is located in the heart of Old Montreal, but the company also has St-Jérôme, Sherbrooke, Cowansville, Mont-Tremblant and Ahuntsic. Consisting of a large and prestigious clientele, the company is currently looking for a technical assistant to support the team of brokers.

Job type

full time

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Responsabilities

  • Manage the external financing plans, proceed to the debit by credit card
  • Various administrative support to brokers
  • Mail processing and scanning
  • Answering incoming calls from the front desk and directing customers to the right places
  • Issue documents: Cover notes, Proof of insurance, Certificates, Letters to clients, creditors, additional insureds, Billing and monthly payment schedule, Answering incoming calls from the front desk, Perform mail processing

Required profile

  • Detail-oriented, organized and self-starter
  • Good ability to adapt to changes
  • Respect for deadlines, ability to prioritize
  • Experience in the field of commercial and personal insurance
  • Comfortable in a digital and paperless environment
  • Knowledge of the Microsoft suite and Applied's TAM, Epic, Policy Works platforms (an asset)
  • 2+ years in the insurance & financial services industry or experience in an equivalent administrative sector.