Premium Funding Loan Advisor

4 weeks ago

Maple Ridge, Canada InsureBC Full time

**Job description**

The Premium Finance Loan Advisor will be responsible for all facets of loan issuance and maintenance for the Finance Division. This individual will be reporting to the Premium Funding Accounting Supervisor.

**Main job tasks and responsibilities**:
Loan Advisor:

- Prepare incoming quote requests
- Review and activate submitted finance agreements
- Follow up and make adjustments on renewal premiums
- Review incoming correspondence and make necessary changes/updates to finance agreements
- Process cancellations, returned payments, transfers and broker payouts
- Review, calculate and process client refunds
- Bank transmittals
- Loan renewal reporting and processing
- Status reviews - special payments, loans in arrears, held loans
- Month ends
- Training of Administrative Assistants
- Software enhancement recommendations
- Develop and maintain strong and professional relationships with brokers using the financing division
- Provide customer service and assistance to broker and clients
- Provide brokers with training and support on web portal system and processes as required

**Qualifications required for this position**:

- Excellent organization skills
- Strong numerical aptitude
- Great attention to detail and accuracy
- Good analytical and problem solving skills
- Strong communication skills, both written and verbal
- Strong time management skills
- Ability to multi-task and set priorities
- Ability to work independently with minimum supervision

**The Incentive**:
Regardless of your position within our Company, we offer a lucrative commission structure and an attractive benefits package which features a comprehensive extended health plan, vision & dental plan, long-term disability coverage, and a number of other important components designed to provide financial security to you and your family.

**Grow with us**:
At InsureBC, we understand that our strength comes from our skilled and dedicated employees and we work hard to support their ongoing professional development. We offer a number of training programs and development opportunities to support each of our employees in their pursuit of career advancement and growth.

**InsureBC Values**:
At InsureBC, our values are at the core of everything we do. Customer satisfaction comes first, and we are proud of our commitment to excellence, which allows us to efficiently deliver quality services and products to our customers.

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**Job Types**: Full-time, Permanent

Benefits (with qualifying minimum hours)
- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday

**Salary**:

- $37,000 - $45,000 annually

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Maple Ridge, BC: reliably commute or plan to relocate before starting work (required)

**Experience**:

- One year bookkeeping and administrative experience

**Job Types**: Full-time, Permanent

**Salary**: $37,000.00-$45,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Ability to commute/relocate:

- Maple Ridge, BC: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative/Accounting: 1 year (preferred)

Work Location: In person

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