Insurance Processor

Job Summary

We are seeking a detail-oriented BiIingual Insurance Processor to join our operations this role you will manage insurance documentation verify policy details process applications and ensure all records meet regulatory compliance standards. You will serve as a key administrative link between insurance agents and policyholders to ensure accurate timely processing.

Key Responsibilities

• Application & Policy Processing: Review verify and input new insurance applications policy renewals cancellations and endorsements into the management system.
• Documentation & Records: Maintain digital policy files ensuring all required documents (medical reports inspection reports financial records) are collected and filed accurately.
• Data Verification: Check client data for completeness and accuracy cross-referencing information against company standards and state/national guidelines.
• Underwriting Support: Prepare policy files for underwriting review highlighting missing data or potential discrepancies.
• Client & Agent Assistance: Respond to routine inquiries from agents brokers and policyholders regarding policy status premium payments and basic documentation needs.
• Compliance & Auditing: Adhere strictly to insurance regulations privacy laws (e.g. HIPAA/GLBA) and internal quality control guidelines.

Qualifications

• Fluently Bilingual - English and French
• Education: High school diploma or equivalent required
• Experience: No expeirence required
• Technical Skills: Proficiency with Microsoft Office (Excel Word Outlook) and agency management systems (e.g. AMS360 Applied Epic or similar CRM software).

Skills:

• Fluently Bilingual in French and English
• Exceptional attention to detail and high data-entry accuracy.
• Strong written and verbal communication skills.
• Ability to prioritize tasks in a fast-paced deadline-driven environment.
• Nice to have: basic understanding of insurance terminology (Property & Housing or Commercial lines).

Benefits & Compensation

• Health Dental and Vision Insurance Benefiits
• RRSP with company match
• Paid Time Off (PTO) & Sick Paid Time Off
• Professional development and licensing support opportunities
• And much more! (volunteering hours appointment time accrued time off etc.)

Come Join a Winning Team!