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Processing Associate
2 months ago
We are seeking a highly organized and detail-oriented individual to join our team as a Processing Associate. In this role, you will be responsible for processing personal lines data for multiple branches, building relationships with our personal lines teams, and providing excellent service to our clients.
Key Responsibilities- Process personal lines renewals, endorsements, new business, and cancellations for multiple branches
- Compare data on documents received from insurance carriers to existing data within client files
- Contact with our personal lines sales team advising of any discrepancies
- Update broker management system with required changes
- Billing of client premiums
- Requesting cheques for client refunds
- Prepare document packages to be provided to our clients
- Provide excellent customer service to our personal lines sales teams
- Work within a busy office environment and support the team to ensure the smooth running of day-to-day operations
- Hard working, positive attitude
- Team player
- Self-starter with the ability to complete repetitive tasks while remaining focused
- Strong organizational skills
- Task, deadline, and detail-oriented
- Ability to analyze data on a recurring basis
- Strong verbal and written communication skills
- Quick and accurate data entry
- Understanding the need for and the ability to meet daily, weekly, and monthly targets
- Ability to keep up on frequent changes in the insurance industry as it pertains to the job role
- The ability to think outside the box for solutions/problem-solving
- Level 1 general insurance license or must obtain within the first year of employment
- Knowledge of Microsoft Office is an asset
HUB International Canada West ULC is a leading insurance brokerage firm that provides a wide range of insurance and risk management solutions to individuals, families, and businesses. We are committed to delivering exceptional service and building long-term relationships with our clients.
Why Work with Us- We offer a comprehensive benefits package, including extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses and commissions
- We provide opportunities for career growth and development, including training and education programs
- We have a dynamic and supportive work environment that encourages teamwork and collaboration
- We are committed to giving back to our communities through volunteer programs and charitable donations