Processing Associate
Core
Process personal lines insurance data (renewals, endorsements, new business, cancellations) for multiple branches, ensuring accuracy in documents, payments, and client files.
Role type
Associate insurance data processor
Builds
Updated broker management systems and accurate client document packages
Domain
Insurance / Personal Lines
Required skills
Data entry, document sorting, data comparison, billing processing, refund request handling, Microsoft Office, Level 1 general insurance license (or ability to obtain within first year)
Preferred skills
Strong organizational skills, detail orientation, quick analysis of data, problem-solving
Responsibilities
Process personal lines renewals, endorsements, new business and cancellations; Compare data on documents received from insurance carriers to existing data within client files; Contact personal lines sales team advising of any discrepancies; Update broker management system with required changes; Bill client premiums; Request cheques for client refunds; Prepare document packages to be provided to clients
Seniority
Entry-level / Associate