The posting
THE ROLE The Personal Insurance Client Administrator provides centralized administrative support to our personal insurance team to allow a seamless execution of our home & auto service strategy. Personal Insurance Client Administrators are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule. As a Personal Insurance Client Administrator, you are a Guardian, unselfish and approachable with a preference for detailed, skill-based work. You are;
Thoughtful, steady, and reliable Requiring strong structure and adherence to the rules An eye for managing detail-work and always following through.
WHAT YOU’LL DO:
Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service; A key emphasis on building rapport and relationships and ensuring that strong long-term relationships are created by providing an industry leading level of support to clients in maintaining their insurance needs; Support the Personal Insurance team to reach growth initiatives on behalf of the Personal Insurance department; Efficiently handle document processing, which includes new business, renewals and endorsements within EPIC for all personal lines policies. Timely follow up on outstanding documents from the Insurer; Ensure EPIC workflows are followed including maintaining and updating contact information; Ensure accurate and prompt management of all accounts and invoicing process, encompassing a wide range of tasks such as Agency Billing, non-payment activities, renewal letters, document & transaction review; and Other duties as required.
WHAT WE REQUIRE:
Administrative background required including strong organizational skills. An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred; A well-defined sense of diplomacy and business acumen with a focus on customer service and the overall client experience; Skill in analysis, problem solving, critical thinking, decision making, teamwork, communication, innovation, and adaptability; Proficiency in Microsoft Office Suite Experience with internal Broker Management Systems (EPIC) considered an asset. Insurance experience is not required, but is considered an asset.



