Data Processor - Insurance Brokerage

CHAT Insurance Services Inc.; Markham; On-site; CAD 36,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Ontario is seeking a Data Processor to manage client policies efficiently. The successful candidate will ensure smooth processing of policy changes, new business, and endorsements while maintaining accurate records. Candidates should have strong organizational skills, a detail-oriented approach, and proficiency in Microsoft Office. This full-time position offers a competitive salary and benefits, including flexible scheduling and the option to work from home.

Benefits

Dental care

Flexible schedule

Paid time off

Vision care

Work from home

Qualifications

• Detail-oriented with a proactive attitude.
• Strong organizational and communication skills.
• Ability to work independently with minimal supervision.

Responsibilities

• Manage policy life cycles for new and existing clients.
• Review quotations, policies for accuracy.
• Maintain accurate records and databases.
• Collaborate with underwriters and brokers.
• Process policy changes and applications.

Skills

Detail-oriented

Organizational Skills

Communication Skills

Proficiency in Microsoft Office

Adaptability

Team Player

Education

Post-secondary education preferred

Job description

Overview

Job Title: Data Processor

Company: CHAT Insurance Service Inc.

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

We’re seeking an individual who is detail-oriented, proactive, and dedicated to supporting client needs. Here’s 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.

Job Types: Full-time, Permanent

Pay: $36,000.00-$60,000.00 per year

Benefits

• Dental care
• Flexible schedule
• Paid time off
• Vision care
• Work from home

Flexible Language Requirement

• English not required
• French not required

Schedule

• 8 hour shift
• Monday to Friday

Work Location: Markham, ON