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Task Manager

3 months ago

Burlington, Ontario, Canada Modern Specialty Insurance Ltd. Full time
Modern Specialty Insurance Ltd.

(MSI) is an independent Canadian owned MGA with program specific opportunities targeting the Commercial Transportation, Habitational and Commercial Property sectors.

Through our close relationships with our broker partners, we have identified the need in both these categories and have crafted leading edge programs to provide further value to brokers and their clients.


Our employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times.

As a member of our team, you bring this purpose to life alongside a passionate community of experts.

Our hybrid work model preserves the balance between working from home and enjoying meaningful in-person interaction.

The needs for every role are different but on average, you will be together with your colleagues at least once per week, with our leadership team in office four days weekly to be present for their teams.


Position Description:

The Operations department supports every function of MSI on a foundational level. The Task Manager coordinates all incoming new business, existing business service requests, as well as incoming claims requests. This role is responsible for tracking and distributing all incoming requests to the appropriate staff member. As we migrate between software platforms, we require the Task Manager to help support that transition.

Reports To:

This position reports to the Director of Operations

Primary Responsibilities:

  • Maintain confidentiality of client information
  • Ensure that all workflows, procedures, and service standards are being adhered to
  • Acknowledges receipt of all submissions and performs high level review for program eligibility
  • Tracking and trending of staff workloads
  • Transfer all claims requests to claims queue with diligence and efficiency
  • Provide professional and efficient messages to our broker partners
  • Investigate or resend endorsement confirmation documentation to our broker partners as required
  • Handle premium finance contracts and queries
  • Assist with client and broker file migration from one operating platform to another
  • Receptionist duties as required

Role Requirements and Qualifications:

  • Ability to commute to the office located in Burlington, Ontario, Canada
  • Insurance background is a plus
  • Strong attention to detail and time management skills
  • Able to work in a fast pace environment
  • Excellent verbal and written communication skills
  • Competency using Google Suite or Microsoft Office products
  • High energy, organized, selfstarter
  • Strong work ethic, goal oriented
  • Collaborative team player
  • Receptive to and welcomes coaching

The above reflects MSI's definition of essential functions for this position but does not restrict the tasks that may be assigned. The above responsibilities are representative only; management may modify the duties and responsibilities to this position at any time.

Salary:
From $50,000.00 per year

Benefits:

  • Casual dress
  • Onsite parking
  • Wellness program

Flexible Language Requirement:

  • French not required

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Burlington, ON: reliably commute or plan to relocate before starting work (required)

Education:

  • Secondary School (preferred)

Experience:

  • Office: 1 year (preferred)

Language:

  • English (preferred)

Work Location:
In person