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Support account management by preparing insurance certificates, binders, endorsements and client documents; maintain abeyance system; set up clients in Epic and Certificate Exchange; load policy and underwriting data; update premiums and summaries; handle invoicing and receivables; respond to client queries and insurers; report and follow up on claims; provide reception backup and general administrative support.

Provide administrative account support for a mid-market commercial insurance book: execute certificates, slips, binders, proposals, endorsements; maintain Epic records and Summary of Insurance; handle invoicing, premium finance forms, receivables, claims reporting and client inquiries; assist with Certificate Exchange and act as backup reception.

The role involves supporting account workflows, serving clients, preparing documents, processing transactions, and building client relationships in commercial lines.

Support corporate secretarial and entity management for U.S. and Canadian entities: maintain minute books, prepare resolutions and meeting materials, assist with amalgamations and corporate filings, conduct legal research, perform project management and administrative tasks, and support attorneys and senior paralegals.

Process incoming life insurance new business daily: enter applications and policies into the insurance database, verify client and policy details, order medical requirements, attach scanned documents, ensure correct broker coding, follow NIGO procedures, maintain database updates, and support regional offices through cross-training and compliance with corporate procedures.

The Transfer Specialist manages advisor block transfers, ensuring timely updates of policies and close collaboration with brokers and insurance carriers. Responsibilities include processing agreements, maintaining records, and resolving discrepancies, while supporting the broader contracting team with project work.

The Leave & Benefits Consultant manages Canadian leave and disability cases, ensuring compliance with legislation and company policies, and improves processes in collaboration with HR and other stakeholders.

The Senior Payroll Administrator manages Canadian pay groups, ensuring payroll accuracy, compliance with regulations, and year-end processing. They mentor team members and handle complex payroll issues, including tax inquiries and statutory remittances.