Client Service Representative - Document Management

Insurance Growth Network; Alberta; On-site; CAD 40,000 - 60,000; Full time

Job summary

In dieser spannenden Rolle als Client Service Representative in einem dynamischen Team sind Sie verantwortlich für das Dokumentenmanagement und die Unterstützung unserer Service-Teams. Sie werden aktiv an der Organisation und Aktualisierung von Kundenakten beteiligt sein und sicherstellen, dass alle Dokumente korrekt zugewiesen werden. Darüber hinaus haben Sie die Möglichkeit, sich in verschiedenen CSR-Aufgaben weiterzuentwickeln und an Teammeetings teilzunehmen. Diese Position bietet eine hervorragende Gelegenheit, in einem professionellen Umfeld zu wachsen und Ihre Fähigkeiten im Kundenservice und Dokumentenmanagement zu erweitern.

Qualifications

• 1-2 Jahre Erfahrung im Kundenservice in einem Teamumfeld.
• Erfahrung in einem Versicherungsumfeld ist von Vorteil.

Responsibilities

• Verwalten und Organisieren von Dokumenten für Kunden.
• Unterstützung bei der Vorbereitung von Zertifikatsanfragen.

Skills

Kundenservice

Dokumentenmanagement

Datenverwaltung

Teamarbeit

Education

Level 1 Licensed Insurance Agent

C.I.P. designation

Tools

Acturis

Microsoft Office Suite

APF Finance

ISNet World

Job description

As a Client Service Representative (CSR) for the Document Management Team, you will report directly to the Senior VP of Operations and contribute to the management of documents for our clients and assisting our service teams. Specific duties are outlined as follows :

Client Service and Document Management

• Maintain, update, and organize computer and paper files utilized by the department.
• Ensure the proper and appropriate assignment of documents to our various client files by assigning electronic documents and renaming them to assist our service teams (rename / reindex)
• Management of our download module within our broker management system (Acturis)
• Mail – incoming mail (Canada Post, ICS, and Courier) sorted, and processed into the system.
• Mail – outgoing; letters, envelopes, prepare all courier waybills, accurate mailing labels, and appropriate postage.
• Assist with the preparation of pink cards and schedules, as determined.
• Assist with the preparation of certificate requests such as mortgagee requests, lessor, loss payable, additional insureds, CSIO, and ISNetWorld.
• Update risk details as needed; creating and maintaining of task management when assigned.
• Data entry for special projects.
• Light office duties as needed.
• Opportunity for future development and training for other CSR tasks.

Team Support

• Participate in taking a turn to assist with the maintenance of the office coffee machine.
• Take all steps to avoid Errors & Omissions and report any potential E&O to the Service Supervisor.
• Attend and participate in Team meetings, general staff meetings, and company functions.

Office Support

• Abide by and adhere to the policies and procedures as outlined in the IGN Policies & Procedures Manual.
• Utilize the broker management system, Microsoft Office Suite, APF Finance, and ISNet World programs.

Knowledge and Experience :

• 1-2 years of experience within a team environment in a customer service position.
• 1-2 years of experience within an insurance environment or professional business environment is an asset.
• Experience with The Agency Manager, Acturis, Microsoft Office Suite, Compu Quote, or comparable computer systems.

Education Requirements :

• Working towards, or is currently, a Level 1 Licensed Insurance Agent.
• Member of, or currently working towards C.I.P. designation.

This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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