About
At Duliban Insurance, we are not your average insurance broker – when you join the Duliban Dream Team, you become part of something bigger. Our tenets of honesty, integrity, and hard work inform everything we do – from our innovative technological approach to our commitment to the communities we serve, we drive for excellence while maintaining our homegrown roots. Join our award-winning Dream Team and grow with us
Primary Responsibilities
• Complete the preparation of insurance policy applications for personal lines and coordinate their return to the Sales and Service teams for client signatures, ensuring all documentation is accurate.
• Review and process varied terms letters, ensuring that all policy conditions and requirements are clearly documented and aligned with guidelines.
• Facilitate the issuance of any portfolio transfers.
• Monitor a shared "signatures" inbox and action incoming requests and documents that require signatures, escalating when necessary.
• Maintain and update policy binder lists on a regular basis.
• Utilize Pathway automation tools to support and streamline policy billing processes, ensuring timely communication and improved billing efficiency.
• Collaborate with the team and your leaders to resolve administrative gaps and maintain a high standard of policy documentation.
• Use various means of communication with both the team and your leaders to ensure that the highest quality of work and service is upheld.
• Engage in continuous learning and development for the purposes of maintaining current and relevant product and process knowledge.
• Adherence to all company health and safety policies.
• Perform all other related duties as assigned with a high level of integrity and professionalism.
Requirements Preferred Skills
• Excellent interpersonal and communication skills
• Work well within a team and independently
• Strong organizational skills and attention to detail
• Proficient computer skills
• Strong problem-solving skills
• Ability to multi-task and prioritize work
• Patient, enthusiastic, and dedicated
Preferred Qualifications
• Completion of a high school diploma or equivalent
• Minimum of 1 year of experience in insurance underwriting or a related field
• Proficient in the use of Microsoft Office
Benefits The Company
Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln's Business of the Year With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs.
As a valued Dream Team Member, you receive:
• Competitive compensation
• A benefit package including medical, dental and vision coverage
• A health spending account to use at your discretion
• Paid Personal Days
• RRSP and DPSP Plan
• Paid time off to volunteer in the community
• Training and development opportunities
Become a valued member of the Duliban Dream Team and work alongside dedicated, motivated individuals committed to the communities we serve. Come and join us
Languages
- English
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