Junior Commercial Lines Insurance Processor

2 weeks ago


Kelowna, Canada Johnston Meier Insurance Agencies Group Full time

Junior Commercial Lines Insurance Processor

Location: Kelowna
1180 Ellis St.
Kelowna BC

Job Summary

Responsibilities

  • Work as an efficient team member to help support the Producer
  • Provide support as required so the Producer may obtain new business and service their clients
  • Set priorities, manage workflow, accurate processing of transactions and other responsibilities
  • Prioritize workflow based on urgency, new business vs. renewal, expiration date of policy, revenue size of account.
  • Invoicing of all policies, keep abeyances updated, process payments, assist producer in maintaining their account receivables, maintain renewals list and ensure all renewals are processed
  • Keep detailed notes on our computer system at all times (Paperless Environment)
  • Stay informed of industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

What we offer

  • Competitive Salary
  • Extended medical and dental benefits package
  • RRSP matching
  • Education and Training
  • Potential career development opportunities in other lines of business or departments

Knowledge, Skills & Abilities Required

  • Minimum Level 1 General Insurance Salesperson License
  • Strong communication skills to apply to insurers, producers and team members
  • Strong organizational, time management and interpersonal skills
  • Excellent attention to detail
  • Good verbal and written communication skills
  • Strong customer service skills for internal customers
  • Flexible in job duties and/or hours as necessary
  • Computer skills including working knowledge with Word & Excel



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