IGN - Document Management

As a Client Service Representative (CSR) for the Document Management Team, you will report directly to the Service Supervisor and contribute in the servicing of client requests. Specific duties are outlined as follows:Client Service and Document Management

• Focus on client service including timely response to telephone, email and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
• Ensure the proper and appropriate use of procedures, including brand maintenance, as designated by the Document Management department when performing the tasks below:
• Prepare correspondence, pre-renewal letters, no-interruption letters, as determined.
• Assist with the preparation of pink cards and schedules, as determined.
• Assist with the preparation of certificate requests such as mortgagee requests, lessor, loss payable, additional insured’s, CSIO, ISNetWorld.
• Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills and financing, if required.
• Maintain, update and organize computer and paper files utilized by the department.
• TAM – keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
• Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
• Mail – outgoing; letters, envelops, prepare all courier way bills, accurate mailing labels and appropriate postage.
• Scanning & Filing – Put away all roll cart files and drop filing.
• Light office duties as assigned.
• Other duties that may be assigned.

Team Support

• Report any problems on potential lost accounts before occurrence to the Team Lead [Business Service Specialist]
• Take all steps to avoid Errors & Omissions, and report any potential E&O to the [Business Service Specialist]
• Attend and participate in Team meetings, general staff meetings and company functions

Office Support

• Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
• Utilize the broker management system, Microsoft Office Suite, APF Finance and ISNet World programs

Knowledge and Education

• 1-2 years of experience within a team environment in a customer service position.
• 1-2 years of experience within an insurance environment or professional business environment an asset.
• Experience with The Agency Manager, Microsoft Office Suite, Compu Quote or comparable computer systems.

Education Requirements

• Working towards, or is currently, a Level 1 Licensed Insurance Agent.
• Member of, or currently working towards, C.I.P. designation.