Administrative Assistant
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
- NOTE - THIS POSITION IS ON SITE IN VICTORIA (remote option is not available)
Hendry, Swinton, McKenzie Insurance Services Inc. has been locally owned and operated in Victoria since 1983. Specializing in commercial and home insurance products, HSM is proud to provide our clients with access to Canada’s best and most competitively priced insurance markets. Our slogan reads, “Insurance is our only business” for a reason – it’s all we do.
The HSM Insurance team feels like a family – because it is one. We are a multi-generational team of insurance experts with a deep knowledge and experience, and we support one another to meet our common goals and support our clients. We offer competitive compensation packages, flexible hours, a great working environment, and opportunities for advancement within our organization.
There are many benefits to working for a family-run organization:
- Flexibility in your working hours with consideration of your family needs
- RRSP matching
- Competitive wage package including holidays / extended health and dental
- Friendly and accommodating office atmosphere
- A strong network of local communities
- About the Job:
You Will Perform All Facets Of Personal Lines Processing
- Follow up on documentation requirements
- Manage and process renewals in a timely basis (maintaining a high level of client retention) through proactive contact via phone, letter, and email
- Invoicing and letters to clients
- Developing and maintaining respectful, professional, and friendly working relationships with colleagues, company underwriters and anyone we do business with
- High School graduate
- Excellent interpersonal and communication skills
- Ability to communicate effectively both verbally and written.
- Ability to answer phones, direct calls and interact with clients in person.
- Organized and can manage multiple tasks
- Works well in a collaborative, team-based environment
- Willingness to learn and absorb new information quickly
- Needs to be resourceful and work in a self-managed position
- Proficiency with MS Office Software (Word, Excel, Outlook)
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form
- Monday to Friday
- 9 am to 5 pm
- Career Development Opportunities and in-house mentoring
- Ability to gain higher levels of insurance certification (CAIB, CIP, CRM/ERM)
- Ability to learn new skills and cross-training in all departments
- Future advancement as other positions become available
More about this job
Responsibilities
Process personal lines applications, renewals, and endorsements, checking accuracy and compliance with underwriting guidelines. Follow up on required documentation, contact clients proactively, prepare invoices and letters, and maintain professional working relationships with clients, colleagues, and underwriters.
Requirements
A high school graduate with strong interpersonal, verbal, and written communication skills is required. The candidate should be organized, able to manage multiple tasks, work collaboratively and independently, learn quickly, and be proficient with Microsoft Word, Excel, and Outlook.
Skills
- Personal Lines Processing
- Document Follow-Up
- Renewal Processing
- Application Review
- Accuracy Checking
- Underwriting Guidelines Compliance
- Invoicing
- Client Communication
- Written Communication
- Phone Handling
- Organization
- Multitasking
- Teamwork
- Self-Management
- Problem-Solving
- Microsoft Office
Benefits
- Flexible Working Hours
- RRSP Matching
- Competitive Wage Package
- Paid Holidays
- Extended Health Benefits
- Dental Benefits
- Career Development Opportunities
- In-House Mentoring
- Insurance Certification Opportunities
- Cross-Training
- Advancement Opportunities
Visa sponsorship
Not detected in the job text
Hiring contact
Sue O'Farrell
Hiring contact email
sofarrell@hsminsurance.com
Categories
- Administrative
- Customer Service & Support
- Finance & Accounting
Keywords
- Personal Lines Insurance
- Insurance Processing
- Applications
- Renewals
- Endorsements
- Underwriting Guidelines
- Documentation Requirements
- Client Retention
- Proactive Client Contact
- Invoicing
- Client Letters
- Insurance Underwriters
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- CAIB
- CIP
- CRM
- ERM
- Communication
- Organization
- Multitasking
- Teamwork
- Problem-Solving