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Location

Markham, ON | Canada

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Job description

Join a growing brokerage with career growth opportunities & a great culture! 

GENERAL SUMMARY 

-  Upload new business to insurance company portals 

- Scanning documents 

-  Process and review renewals 

DUTIES and RESPONSIBILITIES 

- Processing/ Data Input 

- Upload new business & endorsements to insurance company portals 

-  Scanning of policy non-edoc documents, renewals, endorsements and daily scanning 

-  Review and process renewals. Refer to CSR’s if any problems or coverage/discount /premium issues 

-  Transact agency bill policies and Direct bill if required

-  Prepare all letters and appropriate documents for the above and amend form letters as required 

- Follow office procedures for all above 

Customer Service 

- Back up for Receptionist duties when absent or away from desk 

- Other duties as assigned.

JOB REQUIREMENTS 

Education Level :  High School level education

Registered Insurance Broker of Ontario (RIBO) Certification an asset 

Computer Skills:  MS Office Applications 

Systems: Power Broker  / Compu-Quote

On-Line Insurance Portals
Other software as required

Key Knowledge / Skills and Abilities  :

- Multi-tasking

- Organization 

-  Competent in policy wordings and coverages used in the daily course of work 

-  Problem solving 

-  Conflict management 

-  Effective listening 

-  Communication skills written & verbal 

Contact me for more details [email protected]
Job ID# 677

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Job tags

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Salary