Administration & Document Management
Job Duties
- Manage all electronic documents (EDOCS) that are received within our Broker Management system (BMS)
- Attach all EDOC’s to the client’s account
- Ensure all descriptions for documents that are attached are consistent and follow the procedures sent out by management
- Invoice all EDOCs that are received
- Once an EDOC has been invoiced and reviewed, close the EDOC suspense
- Review all Policy downloads and EDOCs twice a week and ensure all documents received are invoiced and attached to client accounts within the week received.
- All transaction received need to be processed by the end of the month, so the month end reports are accurate and up to date
- Review documents that did not download properly, attached files and invoice transactions
- Once a transaction has been invoiced, the transaction will be given back to the Account Manager to review and email correspondence to the insured
- Review all policy transactions to ensure renewals and changes have been issued as requested.
- Answer and direct phone calls that come into the office. Take accurate phone messages when required
- Retrieve policy documents from insurance company websites for renewals and policy changes
- Organize and send out courier and Canada post mail.
Requirements
- Level 1 Insurance license or willing to obtain within 3 month probation period
- Prior office experience
- Detail oriented and organized to maintain a large volume of transactions on a daily basis
- Friendly, positive attitude with a focus on making the office run smoothly and efficient
- Willing to help all members of the team to accomplish a common goal
