Personal Insurance Client Administrator

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.