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.


  • 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

If you are interested in applying for this position, please send us your resume by email below.