Processing Associate

2 weeks ago

Markham, Canada Gallagher Full time

The Processing Associate is responsible for providing administrative support to our underwriting team through the entering of client and underwriting data into our various systems and the creation of a wide range of policy documentation and some reception duties. This role is a phenomenal entry point for anyone looking to build a career in the Insurance industry

**Key Job Responsibilities**:

- **Reception duties - Answer incoming calls, greet incoming visitors, Outgoing mail - Canada Post / ICS**:

- **Review new business submissions and prepare quote sheets or risk reviews for underwriter review and approval.**:

- Input policy information into various systems including, TAM, PolicyWorks, Lineage or other host or business systems.
- Search for information relevant to the underwriting function required to support the underwriting team including FUS codes, claims information etc.
- Provide certificates of insurance to brokers as per established guidelines.
- Answer straightforward inquiries from brokers promptly. Support the underwriting team in completing sales by assisting with requests and other administrative duties.
- Filing and document management.
- Order and follow up with site inspections and handle endorsement requests and referrals for the underwriter.
- Manage relationships with retail brokers and follow up on any outstanding information needed to complete the underwriting file.
- Assist with customer and broker inquiries; including payment processing where applicable.
- Perform follow up activities for policy transactions.
- Perform daily filing and logging activities.

**What Makes You Successful**:
- With a passion for acquiring new skills and tackling new challenges, you seek a role where you will not only learn the business of insurance, but will also be able to have an immediate impact.-
- Being in a fast-paced, dynamic environment brings out the best in you. You’re always able to prioritize effectively which allows you to exceed client expectations every time-
- Working collaboratively and building relationships comes naturally to you, whether that’s with clients or colleagues - people love working with you, and you with them.-
- Insurance is a highly technical field, but that complements your keen eye for detail - always being able to maintain the highest level of accuracy in your work.-
- Highly tech-savvy, with an ability to learn new systems, tools and processes.**Qualifications**- High School Diploma or equivalent required, College or University Degree strongly preferred.-
- A year of professional work experience an asset. Any experience in the Insurance industry highly valued.-
- Proficiency with Microsoft Word, Excel required.-
- Experience with any CRM highly valued (i.e. Policy Works, Applied Systems TAM).**What We Can Offer**
- Gallagher offers competitive salaries and bonus plans. We offer benefits, including; medical/dental, life & dependent life, AD & D, pension/group savings plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, discounted gym membership, opportunity for flexible work hours, paid sick days, personal days, employee education recognition program, employee referral bonus program and more.
- We love to have fun and cultivate an enjoyable working environment. We have an active social club along with a service recognition program which ensures we share and celebrate the successes of our employees along with rewarding our employees for their achievements. We offer a diverse learning environment that challenges you to build on your strengths and to create new ones. We provide career pathing and advancement opportunities for our hard-working and dedicated employees.

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