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Processing Associate

March 11, 2025March 11, 2025

Processing Associate

CompanyHUB
LocationAbbotsford, BC, Canada
Salary$38707 – $40950
TypeFull-Time
Degrees
Experience LevelJunior

Requirements

  • Hard working, positive attitude
  • Team player
  • Self-starter with the ability to complete repetitive tasks while remaining focused
  • Strong organizational skills
  • Task, deadline and very detail oriented
  • Obtain/sort documents and information quickly
  • Ability to analyze data on a reoccurring basis
  • Strong verbal and written communication skills
  • Quick and accurate data entry
  • Understanding the need for and the ability to meet daily, weekly and monthly targets
  • Ability to keep up on frequent changes in the insurance industry as it pertains to the job role
  • The ability to think outside the box for solutions/problem solving
  • Level 1 general insurance license or must obtain within the first year of employment
  • Knowledge of Microsoft Office is an asset

Responsibilities

  • Processing personal lines renewals, endorsements, new business and cancellations for multiple branches
  • Compare data on documents received from insurance carriers to existing data within client files
  • Contact with our personal lines sales team advising of any discrepancies
  • Update broker management system with required changes
  • Billing of client premiums
  • Requesting cheques for client refunds
  • Prepare document packages to be provided to our clients
  • Provide excellent ‘customer service’ to our personal lines sales teams
  • Work within a busy office environment and support the team to ensure the smooth running of day to day operations

Preferred Qualifications

  • Knowledge of Microsoft Office is an asset


TaggedCustomer Success ManagementFinance & Operations & StrategyHUBJuniorSales & Account Management

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