Job Description: Provides accurate, efficient and timely issuance of policies and related documentation. Role will provide an opportunity to increase technical proficiency (with the ability to answer questions on transactional questions), peer level coaching/mentoring, and process improvements projects. This individual will also support Client Facing Brokers in all aspects of administration and technical support. First level issue resolution.
Job Description: Provides accurate, efficient and timely issuance of policies and related documentation. Role will provide an opportunity to increase technical proficiency (with the ability to answer questions on transactional questions), peer level coaching/mentoring, and process improvements projects. This individual will also support Client Facing Brokers in all aspects of administration and technical support. First level issue resolution.
Provides accurate, efficient and timely issuance of policies and related documentation. Role will provide an opportunity to increase technical proficiency (with the ability to answer questions on transactional questions), peer level coaching/mentoring, and process improvements projects. This individual will also support Client Facing Brokers in all aspects of administration and technical support. First level issue resolution.
Qualifications:
Working in a fast pace environment
Attention to detail
Dedicate at least 2 years to the position before they move onto a new role
Training will be provided: 2 weeks of in-class training (virtual); either one-on-one or with other new hires; placed into production who will be supporting them; two to three months they do a quality review of the candidate to make sure that the candidate is a good fit.
Basic excel experience is nice but not necessary
Eligible to move to FTE
Top 3 Skill sets
Ability to work in fast-paced environment
Customer service experience
Ability to problem solve and work through them
- This is an entry level role, so we are looking for less tenured candidates
- Candidate does not necessarily need previous insurance experience
Provides accurate, efficient and timely issuance of policies and related documentation. Role will provide an opportunity to increase technical proficiency (with the ability to answer questions on transactional questions), peer level coaching/mentoring, and process improvements projects. This individual will also support Client Facing Brokers in all aspects of administration and technical support. First level issue resolution.
Provide support to Client Facing Brokers in transactional support (e.g.: processing and fulfillment of Auto ID Card requests, processing and fulfillment of Certificates of Insurance), efficient and timely production of all related documentation, including sending documentation to appropriate parties.
Auto ID // Ensure timely and accurate production/delivering of:
- Requested ID cards by Province and team practices
- Completion of transmittal letters
Certificates:
Provide client support for production processing of difficult/complex account Certificates and other Certificate processes as assigned by Centralized Support Services management. This person will ensure that all work is correct and handed-off appropriately
Administration and Documentation
Ensure timely and accurate production/processing of: o Certificates of Insurance o Auto ID cards o up to date computer system records o current and outstanding documentation follow ups o all other documentation (e.g.: third party forms)
Report Preparation
Ensure timely and accurate production/processing of: o Certificate Renewal listings o up to date computer system records o current and outstanding documentation follow ups o all other documentation (e.g.: approvals, third party forms)
Workflow Administration
Contribute to the achievement of Operations team Service Level Agreements (SLA) , Key Performance Indicators (KPI) and business objectives
Manage and prioritize own workload to meet individual SLA, KPI and Quality targets.
Customer Awareness
Maintain a basic technical understanding of all major classes of Insurance and specialist services that the Company offers to its customers
Maintain a basic understanding of the core aspects of relevant Insurance and related legislation
Support Senior Account Executives/Principals with the development, implementation and management of risk management and insurance programs, which accurately address customer needs
Work with Senior Operations Services Executive and Operations Services Team Leader to identify continuous improvement opportunities within operational processes
Build and maintain strong working relationships with internal and external stakeholders.
General servicing skills and etiquette
Personal Development
Continue to develop skills and knowledge by seeking out opportunities for growth
Maintain an adaptable and flexible approach to the work environment
Build, maintain and demonstrate a comprehensive knowledge and understanding of Client business and Insurance practices
Take ownership of personal development and behaviors, proactively improving knowledge and skills
Align personal behaviors to Client IGNITE Principles
Share best practice and knowledge across Client Operations teams and stakeholders
Compliance
Adhere strictly to the Company's Quality practices and other systems and procedures
Comply fully with the Company's Errors and Omissions avoidance policy
Comply with company policy for continuous professional development
Skills:
High School Diploma or equivalent experience, college degree is preferred
1-2 years work experience, with 1 year previous insurance or financial services experience preferred
Clear and concise oral and written communication skills
Strong numerical skills
Excellent organization skills able to prioritize work and meet deadlines
Excellent interpersonal skills able to work within a team
Comfortable and experience working with technology (solutions)
Proficient in Microsoft Office tools (or equivalent) Outlook, Word and Excel
Focus on attention to detail at all times
Ability to read, analyze and interpret general business correspondence •
Last updated on Jun 26, 2023