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SERVICE ASSOCIATE, PERSONAL INSURANCE
The Service Associate, Personal Insurance is an important part of the Personal Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensure accurate entry of information into insurance portals, process renewals, policy changes, cancellations and reinstatement, record and communicate changes, bill accounts, and maintain strong working relationships with brokers. This role does not require prior insurance experience but rather strong excel and word skills as well as high attention to detail and an ability to manage/prioritize tasks in order to balance a busy workload. The keys to success in this role include having strong computer skills, the ability to work collaboratively as part of a team, and the commitment to staying organized in a busy environment with changing priorities.
LOCATION AND STATUS
- Lower Sackville, NS
- Full-time, permanent
QUALIFICATIONS
- Insurance experience is considered an asset
- General Insurance license, or working towards, considered an asset
- Experience in an office environment is preferred
- Strong excel and word skills as well as a confident user of the Microsoft Office Suite of products, familiar with office technology such as scanners and copiers.
- Experience with insurance document management software is considered an asset
VALUES & COMPETENCIES
- High degree of professionalism and integrity
- Self-starter with strong organizational ability
- Critical thinker with strong attention to details
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
