Personal Lines Operations Specialist
4 days ago
We are seeking a highly motivated and detail-oriented individual to join our team as a Personal Lines Assist Specialist, Training and Compliance. As a key member of our Personal Lines Operations team, you will provide exceptional training, compliance, and operational support to our team members.
About the RoleThis is a regular full-time position located in our Burnaby Still Creek head office. You will work closely with our Personal Lines management and front-line employees to identify opportunities to improve all aspects of personal insurance, including workflows, business processes, and best practices.
Key Responsibilities- Develop, maintain, and deliver Personal Lines technical training content.
- Collaborate with Personal Lines management and front-line employees to identify opportunities to improve all aspects of personal insurance.
- Manage internal government auto audit and general PL quality assurance processes, documentation, and procedures.
- Conduct in-person government auto insurance, broker standards, and general procedural audits, identify any issues, prepare, and distribute audit finding reports, and recommend any corrective action required.
- Perform audits as required (e.g. annual habitational broker standards) and communicate results & recommendations.
- Travel to all offices to conduct training and in-person audits.
- Collaborate with PL management and other subject matter experts to create, maintain, and store HUB's PL information including guidelines, carrier changes, procedures, best practices, sales aids, and communications.
- Communicate business changes to front-line employees including sales, training, efficiencies, systems, etc, working with HUB Coastal Ops team.
- 5+ years experience in a variety of Personal Lines roles including a deep understanding of ICBC policies, sales, and administrative procedures.
- Level 2 General Insurance License.
- Experience working with a variety of Carrier Portals (ICBC, Auto & Residential) and EPIC.
- Good communication, problem-solving, and critical thinking skills.
- Experience and passion in training & compliance.
- Strong technical insurance knowledge of coverages.
- Ability to work independently with minimal supervision.
- Strong attention to detail and accuracy.
- Customer service-oriented with strong interpersonal skills.
- Works well in a fast-paced environment.
- Intermediate to advanced knowledge in MS Office, with focus on Excel and Word.
- Must have access to personal vehicle for business use.
- CAIB, CIP, FCIP, CRM, or other industry designations considered an asset.
- We are looking for self-starters with an entrepreneurial mindset who will take ownership of their business.
- We want you to be innovative and open to sharing your ideas.
- You work with urgency while providing a high level of professional service towards our customers, communities, & colleagues.
- You are a team player who positively impacts those around you; we motivate each other to grow together.
- You work with a high degree of integrity and accountability.
We are a company that values innovation, teamwork, and customer service. If you are a motivated and detail-oriented individual who is passionate about training and compliance, we encourage you to apply for this exciting opportunity.
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