Processing Associate Job Description Template
Our company is looking for a Processing Associate to join our team.
Responsibilities:
- Compare data on documents received from insurance carriers to existing data within client files;
- Requesting cheques for client refunds;
- Contact with our personal lines sales team advising of any discrepancies;
- Prepare document packages to be provided to our clients;
- Billing of client premiums;
- Update broker management system with required changes;
- 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.
Requirements:
- Level 1 general insurance license or must obtain within the first year of employment;
- Knowledge of Microsoft Office is an asset.