Jahan Memon

Account Administrator @Waypoint

Vancouver, BC, CA

Support three Account Executives in managing day-to-day servicing needs for a diverse portfolio of commercial clients, including multiple construction accounts.Obtain underwriting information from clients and prepare submission packages for underwriters to secure optimal coverage terms.Coordinate and execute annual policy renewals, including preparing binders, certificates of insurance, and processing endorsements and amendments promptly and accurately.Issue invoices, cover notes, and financing contracts while ensuring timely and accurate processing.Maintain up-to-date client files in Applied EPIC, ensuring compliance, completeness, and accessibility.Respond professionally to client and insurer inquiries via phone and email, providing timely resolutions on policy, billing, and documentation matters.Monitor accounts receivable, coordinate reminders, and process payments to maintain account accuracy.

Simon Fraser University

Bachelor's degree

Fraser International College

Associate of Arts - AA