Admin/TSR

Location

Etobicoke, ON | Canada

Job description

Administration Key Responsibilities: 

• Process Daily Download from Insurance Companies 
• Identify & correct any discrepancies from the download 
• Distribute Cancellations, Payment notices etc. received in download to Account Managers 
• Troubleshoot download issues when they occur 
• Process any manual billing as required 
• Prepare Personal Lines policies to be sent to Insured’s – attaching invoices & letters if required 
• Process Billing transactions for Commercial Lines policies 
• Scan & attach edocs to SIG 
• Prepare renewal/endorsement/new business letters for Insured & title pages 
• Cover-bind renewal & new business documentation to send to Insured 
• Create letters as required for Account Mangers 
• Create & prepare new policy quotes/proposal presentations as requested 
• Cancel/Lapse policies as required 
• Set up new Customer file folders & customer profiles on SIG 
• Scan & distribute memos received from Insurance Companies to Account Managers/Executives 
• Ordering of office supplies: Stationary, Cleaning Supplies, Coffee etc. 
• File paperwork & files accordingly as needed 
• Distribute faxes when received 
• Scan & enter claim notices into SIG 
• Prepare & stamp daily mailings 
• Answer the incoming phone lines, distribute calls accordingly 
• Enter client payments into SIG, prepare weekly bank deposit 
• Prepare mailings for daily ICS Courier pick-up 
• Upload new business & policy changes to the appropriate company portals 
• Sort daily courier mail, process accordingly

Job tags

Salary