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Insurance Policy Processor
1 month ago
About the Role
We are seeking a highly skilled and experienced Team Lead to join our Customer Care Centre team at Western Financial Group. As a Team Lead, you will be responsible for leading a team of advisors and ensuring optimal performance of the Care Centre.
Key Responsibilities
- Process changes to insurance policies and endorsements according to policy and procedure
- Continuously research and review industry and product knowledge to ensure legislative statutes are adhered to
- Complete performance evaluations for staff in partnership with the Manager, Customer Care Centre
- Develop self through industry involvement, training and other courses
- Adhere to all Company processes to ensure consistent and accurate documentation, and correspondence
- Assist other departments, positions, tasks and duties as required
- Manage and audit team of advisors for optimal Care Centre performance
- Perform observational based coaching with staff in partnership with the Manager, Customer Care Centre
- Develop reports through industry involvement, training, and other courses
Requirements
- General Insurance Level 2 License required
- History of modeling the way when implementing initiatives and best practices
- Strong time-management and training skills in a deadline driven environment
- Professional communication etiquette, both written and verbal
What We Offer
At Western Financial Group, we are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. We offer a competitive compensation package consisting of 3 weeks' vacation, 14 paid wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including health care spending account.
We take pride in providing programs that add value to our people's lives – after all, they are our greatest asset. For over 20 years, supporting our local communities has been a part of everything we do – it's engrained in our culture though the Western Financial Group Communities Foundation.