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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance policy administration, including validation, documentation, and claims management. Proficient in customer communication and negotiation, with a strong focus on detail and organizational skills.
Highest-signal resume keywords
Insurance Policy AdministrationClaims ManagementBilingual (French)Customer Service ExperienceData Entry Accuracy
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 Document ValidationPolicy Detail UpdatingClaims ProcessingContract ReviewDatabase Entry
Soft Skills
Attention to DetailProblem-Solving AbilitiesEffective CommunicationOrganizational SkillsTeam-Oriented Mindset
Tools & Technologies
MS WordMS Excel
Industry Keywords
InsuranceLeasingOperationsCustomer InquiriesPolicy Cancellations
About the role
Key responsibilities & impact- Validate insurance documents for acceptance
- Update insurance policy details
- Administer insurance policy cancellations and claims
- Ensure policy documentation is accurately completed according to acceptance criteria
- Ensure documentation is consistent with credit and legal requirements
- Adhere to credit and matrix authorizations, system rules, and corporate policies
- Handle insurance-related inquiries, fee quotes, account status requests, and coverage inclusions/exclusions
- Process insurance correspondence by mail, email, and fax
- Identify applicable contracts, review documentation, and enter insurance information into the database
- Verify proof of insurance and update customer records
- Manage internal and external claims
- Prepare and issue insurance-related correspondence, including request and cancellation letters
- Communicate with customers, insurance brokers, agents, dealers, and vendors
- Provide guidance on insurance requirements, policy deficiencies, and documentation needs
- Negotiate fees within established guidelines
- Administer and track insurance claims and review supporting documentation
- Liaise with customers, insurers, adjusters, and internal stakeholders to monitor claim progress and facilitate resolution
- Monitor assigned portfolios to ensure insurance requirements are met
- Follow up with customers for required documentation
- Obtain liability insurance on identified risk portfolios
- Administer force-placed insurance where necessary
- Ensure contract interests remain protected through policy renewals or placement on the company insurance program
- Liaise with Credit, Sales, and other internal stakeholders
- Meet established service levels and performance targets (KPIs/SLAs)
- Maintain accurate records
- Contribute to special projects and departmental initiatives
- Provide backup support as required
Requirements
What you’ll need- Bilingual (French) required
- Customer service experience an asset
- 1-3 years of insurance and/or leasing experience an asset
- Experience in Operations function, preferably in leasing or financing industry, is an asset
- Strong attention to detail and data entry accuracy
- Ability to manage multiple priorities under tight deadlines
- Excellent planning & organizational skills
- Team-oriented with a proactive mindset in a fast-paced environment
- Thrives in an independent, goal-driven work setting
- Strong analytical and problem-solving abilities
- Effective written, verbal, and interpersonal communication skills
- Ability to handle complex customer interactions and negotiations professionally
- Adaptability and openness to change
- Ability to work in a hybrid work model: in-office twice per week and remote work
- Proficiency in MS Word & Excel, an asset
- Post-secondary education, an asset
- Successful completion of a background check
Benefits
Comp & perks- Two working days per year volunteering for a local charity
- Bonus plan
- Remote working from home opportunities
- Flexible hours
- Career development opportunities: online learning, member development programs, Tuition reimbursement program
- Outstanding Medical, Dental, Vision and Paramedical benefit programs
- Employer paid defined contribution Pension plan
- Industry leading Vacation package
- Subsidized Gym membership programs
- Employee Referral program
- Open concept modern working environment
- Healthcare benefits
- Sick leave
- Parental leave
- Possible discretionary bonuses
- Employee wellbeing support