Insurance Administration and Support

1 month ago


Waterloo, Canada Onlia x Aha Insurance Full time

**Onlia x aha insurance’ mission: Bring clarity to Insurance**

Onlia x aha insurance is an innovative omni-channel insurance offering that believes in changing the way Canadians experience insurance. Our mission is to bring clarity to insurance and simplify consumer’s relationship with their insurance provider. We believe in using technology to streamline the purchase process just as much as we believe in personable customer service over the phone. We’ve grown since launching in 2017, and we’re looking for professionals who want to improve the insurance experience as much as we do.

Southampton Group of Companies has recently acquired Onlia insurance and aha insurance. We're not just merging companies, we are fusing expertise, innovation,

and a relentless commitment to excellence. We are here to disrupt insurance in Canada and are building a team of heavy hitters to make that a reality. We work collaboratively in a fast-paced and agile environment. Every member of our team is empowered to take ownership of their role, and to assist in the build of a best-in-class experience for our customers.

**The customer engagement team: the heart of the company**

As part of the Customer Engagement Team, you will be working closely with all the other customer engagement sales & service brokers. Each customer inquiry is looked at as a chance to improve the experience for all our customers. Our goal is to answer all questions before our customers even knew they had them, to help instill complete confidence in our self-serve, digital insurance platform.

Reporting to the Customer Engagement Team Lead, you will primarily provide support to our personal insurance team, while providing back-up with billing, issuance, and administrative functions.

**Key Accountabilities**:
**KA1 **Process leads from our Affinity partnerships.

**KA2** Open mail, sort and distribute to appropriate team members.

**KA3** Process and prepare outgoing daily mail.

**KA4** Set up prospects and distribute aggregator leads to the sales team.

**KA5** Retrieve documents from various insurer portals.

**KA6** Upload policy documents to self-service portal and BMS.

**KA7 **Daily renewal review and set up for brokers.

**KA8** Actively participate in training initiatives.

**KA9** Responds to team requests and inquiries in a prompt and professional manner.

**KA10** Knowledgeable and proficient on various insurer company portals.

**KA11** Ensure adherence to internal and external underwriting rules, regulations and procedures.

**KA12 **Processes cancellation in the company portals and BMS

**KA13 **Registers clients for Trumobile login & sign up

**Qualifications and competencies**:

- Post-secondary education and / or equivalent on the job experience
- Excellent verbal and written communication skills
- High level of integrity and excellent work ethic
- Ability to prioritize and manage conflicting demands
- Results oriented with a strong customer service focus
- Ability to work in a fast paced and challenging environment
- Ability to work individually as well as part of a team with mínimal supervision

**WORKING AT ONLIA x aha insurance**

**Job Type**: Fixed term contract
Contract length: 14 months

Pay: $25.50 per hour

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 2 years experience in Insurance Administration or a combination of Insurance & General Administration?

Work Location: In person



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