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Administrator, Personal Insurance

1 month ago

Courtenay, Canada Waypoint Full time

POSITION OVERVIEW

The Personal Lines Administrator supports the success of our clients and business operations. The role involves administrative duties such as monitoring and managing email correspondence, scanning and attaching documents to client accounts, mailing packages, and processing various client requests. As well as supporting broker referrals, residential program renewals, and additional administrative tasks as needed. This role is ideal for someone with a strong customer service approach, a collaborative spirit, and the ability to work independently.


RESPONSIBILITIES

Mailing & Documentation Management

  • Monitor and send emails related to client communications.
  • Scan incoming mail from insurers and attach it to the appropriate client accounts in Epic.
  • Print documents, stuff them into envelopes, run them through the postage machine, and deliver them to the mailbox for mailing.
  • Email packages and documents to clients as needed.


Client & Broker Support

  • Support broker referrals and respond to service commitments, including residential program renewals.
  • Assist with additional administrative duties such as endorsements, cancellations, and bordereau reporting.
  • Add activities to broker accounts, ensuring proper documentation is maintained.


Administration & Data Entry

  • Monitor email inboxes for bounce-back messages and take necessary actions.
  • Process data entry tasks as required, ensuring accuracy and efficiency.
  • Perform any other ad-hoc administrative tasks and projects as assigned.
  • Coach and counsel business stakeholders on sourcing techniques including complex search.


Additional duties and responsibilities may be added during the course of employment.


REQUIREMENTS:

  • Administration or related experience in the insurance industry is an asset.
  • Previous experience using Epic or other broker management systems is preferred.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Excellent written and verbal communication skills, with the ability to craft clear and professional emails and documents.
  • Ability to build and maintain positive relationships with clients and brokers.
  • Inquisitive nature and strong problem-solving skills, with a focus on understanding and meeting client needs.
  • Collaborative team player with the ability to work independently when needed.
  • Positive attitude and strong interpersonal skills.
  • Detail-oriented, with a focus on accuracy in document management and data entry.


Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.