- 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.
- 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.
- Bonus pay
- Dental care
- Flexible schedule
- Paid time off
- Vision care
- Work from home
- English not required
- French not required
- 8 hour shift
- Monday to Friday
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Data Processor - Ottawa - CHAT Insurance Services Inc.
2 days ago
Description
Overview
Data Processor - Insurance Brokerage role at CHAT Insurance Services Inc. based in Markham, ON. This full-time position supports policy processing, client files, and data management to meet service level objectives.
Job Details
Job Title: Data Processor
Company: CHAT Insurance Services Inc.
Location: Town Centre Blvd, Suite 101, Markham, ON L3R 0Y6
Employment Type: Full-Time
Salary and Benefits: Competitive, Based on Experience. Includes a competitive compensation plan with 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
What We're Looking For
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 . Please note that only qualified candidates will be contacted.
Compensation & Benefits
Job Types: Full-time, Permanent
Pay: $36,000.00-$60,000.00 per year
Additional Pay
Benefits
Flexible Language Requirement
Schedule
Work Location: Markham, ON
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