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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills and the ability to manage multiple priorities effectively while providing accurate insurance advice and processing documentation. Holds a valid provincial insurance license and possesses industry accreditation such as CAIB or CIP.
Highest-signal resume keywords
Provincial Insurance LicenseCustomer ServiceInsurance Documentation ProcessingAnalytical SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Certificate IssuanceApplication CompletionQuote AssistanceCoverage ReviewEndorsement Processing
Soft Skills
Customer FocusOrganizational SkillsTeam CollaborationIndependenceNegotiation Skills
Certifications & Qualifications
CAIBCIP
Industry Keywords
InsuranceUnderwritingClaims ManagementCommercial PaperworkPayment Follow-Up
About the role
Key responsibilities & impact- Provide customers with prompt service and advice
- Help customers understand insurance and discuss customer concerns
- Receive and process incoming commercial paperwork
- Assist with customer quotes and write new business
- Review existing coverage and update customer file information
- Prepare documentation for insurers
- Complete applications for new clients
- Issue insurance certificates
- Process endorsements and invoices
- Follow up on payments
- Communicate with insurance companies
- Negotiate with underwriters on customers' behalf
- Negotiate renewal terms
- Follow up with adjusters on claims status
- Source additional information requested by underwriters
- Complete applications
Requirements
What you’ll need- A valid provincial insurance license or willingness to obtain one
- Industry accreditation (CAIB, CIP) would be assets
- High School and/or Post Secondary Education
- Strong customer focus and administration skills
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Ability to work both as part of a team and independently
- Commitment to superior customer service
- Must be eligible to work in Canada from the anticipated start date and throughout employment
- Candidates are solely responsible for maintaining their work eligibility
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Share plan
- Other savings programs
- Annual bonus: 5% target based on base salary, with potential payout up to 200% subject to personal and company performance
- Employee Share Purchase Plan (ESPP) with BrokerLink matching a portion of contributions
- Group RRSP with company matching DPSP offerings
- Growth and development opportunities