Data Processor - Insurance Brokerage

TEEMA Solutions Group; Markham; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Ontario is seeking a detail-oriented Data Processor to support the management of client policies. This is a critical role that involves processing policy changes, managing client files, and collaborating with underwriters and brokers. The ideal candidate should have strong organizational, communication, and technical skills, along with a positive attitude and ability to work in a team environment.

Benefits

Competitive salary

Full benefits including health and dental plans

Paid vacations

Continued education

Qualifications

• Detail-oriented with strong organizational skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and manage tasks.

Responsibilities

• Manage policy life cycles for new and existing clients.
• Review quotations and policies for accuracy.
• Maintain accurate records and databases.

Skills

Organizational Skills

Communication Skills

Technical Skills

Time Management

Self-Starter

Team Player

Positive Attitude

Adaptability

Education

Post-secondary education

Tools

Microsoft Office

Job description

Location

101-306 Town Centre Blvd, Suite 101, Markham, ON L3R 0Y6

Employment Type

Full-Time

Salary and Benefits

Competitive, Based on Experience, a competitive compensation plan including salary, full benefits including extended health and dental plans, paid vacations, continued education, etc.

About Us

CHAT Insurance is one of the largest insurance brokerages in Ontario. We are a team of dedicated insurance professionals offering comprehensive insurance solutions, including Commercial, Home, Auto, and Travel insurance products. We are committed to providing exceptional service and support to our clients. As part of our growth strategy, we are seeking Data Processors to support our team in meeting service level objectives.

About the Role

We are looking for detail-oriented Data Processors to support our team. This role is critical to the efficient management of client policies, ensuring smooth processing of policy changes, new business, renewals, and endorsements.

Key Responsibilities

• Manage policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing, and endorsements.
• Review quotations, subjectivities, and policies for accuracy.
• Manage and organize client files, ensuring all documentation is complete and up to date.
• Maintain accurate records and databases to track client interactions and policy changes.
• Collaborate with underwriters and brokers to facilitate efficient communication and resolve client inquiries.
• Administer internal standard operating procedures and underwriting guidelines.
• Work effectively with team members and colleagues to accomplish team and organizational goals.
• Input and maintain data in the broker management system or through company portals.
• Process policy changes, applications, renewals, and cancellations.
• Manage daily insurance company downloads and upload new business.
• Ensure client files are up to date.
• Retrieve insurance-related documents such as claims history and driving records.
• Provide daily administrative support as requested.

What We’re Looking For

• Education: Post-secondary education preferred.
• Positive Attitude: A can-do attitude and willingness to learn.
• Organizational Skills: Strong organizational skills with attention to detail.
• Communication Skills: Excellent communication and interpersonal skills.
• Self-Starter: Ability to work independently and manage tasks with minimal supervision.
• Technical Skills: Proficiency in Microsoft Office software.
• Time Management: Ability to organize and prioritize work effectively.
• Adaptability: Ability to work in a fast-paced environment and meet deadlines.
• Team Player: Ability to work collaboratively as part of a team.
• Language Skill: English, Mandarin or Cantonese

How to Apply

If you believe you might be a fit and meet the qualifications noted above, we’d love to hear from you. Please email your resume with a brief cover letter to [e-mail]. Please note that only qualified candidates will be contacted.