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31 May
2017
Full-Time Admin/TSR
Job Description
Administration Key Responsibilities:
- Process Daily Download from Insurance Companies
- Identify & correct any discrepancies from the download
- Distribute Cancellations, Payment notices etc. received in download to Account Managers
- Troubleshoot download issues when they occur
- Process any manual billing as required
- Prepare Personal Lines policies to be sent to Insured’s – attaching invoices & letters if required
- Process Billing transactions for Commercial Lines policies
- Scan & attach edocs to SIG
- Prepare renewal/endorsement/new business letters for Insured & title pages
- Cover-bind renewal & new business documentation to send to Insured
- Create letters as required for Account Mangers
- Create & prepare new policy quotes/proposal presentations as requested
- Cancel/Lapse policies as required
- Set up new Customer file folders & customer profiles on SIG
- Scan & distribute memos received from Insurance Companies to Account Managers/Executives
- Ordering of office supplies: Stationary, Cleaning Supplies, Coffee etc.
- File paperwork & files accordingly as needed
- Distribute faxes when received
- Scan & enter claim notices into SIG
- Prepare & stamp daily mailings
- Answer the incoming phone lines, distribute calls accordingly
- Enter client payments into SIG, prepare weekly bank deposit
- Prepare mailings for daily ICS Courier pick-up
- Upload new business & policy changes to the appropriate company portals
- Sort daily courier mail, process accordingly
How to Apply
Email, Text or Call Me @ 905-836-3714 rebecca@myinsurancerecruiter.ca JOB# - JOS000000123871 total views, 1 today
