Service Associate, Personal Insurance
On-site · Calgary, Alberta, Canada or Edmonton, Alberta, Canada
Job Summary
The Service Associate, Personal Insurance supports the Personal Insurance team by reviewing and screening new insurance applications, ensuring accurate entry of information into insurance portals, processing renewals, policy changes, cancellations and reinstatement, recording and communicating changes, billing accounts, and maintaining strong relationships with brokers. Requires strong Excel and Word skills, high attention to detail, and the ability to manage/prioritize tasks in a busy environment. Demonstrates collaboration within a team, organization, and commitment to staying organized amid changing priorities.
Required Qualifications
- Insurance experience considered an asset
- Experience in an office environment
- Strong Excel and Word skills
- Confident user of Microsoft Office Suite
- Familiar with office technology such as scanners and copiers
- Experience with insurance document management software considered an asset
- High degree of professionalism and integrity
- Self-starter with strong organizational ability
- Critical thinker with strong attention to detail
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
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