Job Position: Commercial Insurance Administrator
Job Category: Administration
Location: Regina (in-office)
In this internal role, you’ll be the backbone of our insurance operations, working alongside experienced professionals. You’ll process, review, and distribute vital insurance documentation, ensuring accuracy and efficiency.
As you navigate the intricacies of commercial insurance, you’ll gain valuable knowledge of industry principles and concepts. We foster a supportive environment, and you’ll build strong relationships with colleagues who will be your ongoing resource for learning and development. This is an excellent opportunity to launch your career in the dynamic world of commercial insurance!
Position Overview:
In this position, you’ll process and manage accounts according to strict agency standards, keeping everything running smoothly. This includes maintaining client files in industry-specific software (EPIC & Policy Works) and handling transactions like renewals, endorsements, and updates.
Beyond these core tasks, you might provide general administrative support, handling incoming and outgoing mail. Your analytical skills will come in handy as you review control reports, identifying and resolving any discrepancies.
Key Responsibilities Include:
- Account Management: Process and manage commercial and agricultural insurance accounts following established agency standards.
- Client File Maintenance: Utilize EPIC & Policy Works software to maintain and update client files, including processing renewals, endorsements, and other policy transactions.
- Policy Documentation: Prepare and distribute accurate and timely commercial and agricultural policy documents to clients.
- Accounts Receivable Support: Assist with managing aged receivables to ensure timely client payments.
- Certificate of Insurance Generation: Generate Certificates of Insurance electronically through Policy Works for clients.
- Administrative Support: Provide general administrative support as needed, including managing incoming and outgoing courier mail.
- Data Quality Control: Review control reports to identify and address discrepancies such as policies without transactions, unissued service summaries, un-invoiced policies, and duplicate downloads.
Qualifications:
- Possess excellent written and verbal communication skills to interact with clients and colleagues effectively.
- Demonstrate strong proficiency in Microsoft Office Suite applications.
- Maintain exceptional organization and time management skills to prioritize tasks and meet deadlines efficiently.
- Be a self-starter with initiative and resourcefulness to solve problems and identify solutions independently.
- Minimum requirement of a High School diploma or equivalent.
- Hold a Level 2 Insurance License (or equivalent).
What You Can Look Forward To:
- Be a member of our inclusive culture alongside an extraordinarily talented community of people from various backgrounds
- Peer-to-peer networking, educational and training opportunities
- An innovative salary structure that can provide you with an ongoing lucrative bonus’
- Access to our pension plan
- Group Benefits insurance plan to include health and dental benefits
- A flex-time work environment to accommodate personal needs and encourage lifelong learning through education and training opportunities
- Access to Homeward Health program to provide support for your wellness and mental health needs
- The Hill Companies Wellness Program promotes the health and well-being of employees by offering a participation reimbursement for fitness activities
About Our Company:
Harvard Western and its predecessor firms have been privileged to provide insurance for this community for over 100 years. Harvard Western is one of Saskatchewan’s largest insurance brokers and is proud of its commitment to the community of Regina and the surrounding area.
Join our growing team of independent advisors to help with our vision of spreading insurance literacy and financial security to Saskatchewan residents through utilizing insurance and innovative solutions.
