Job Status

Full-Time

Location

Salmon Arm, BC; Kelowna, BC; Vernon, BC

Pay Range

$45,000 - $55,000 CAD annually, based on location and various factors.

Job Purpose

This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premiums, preparing cover letters, producing certificates of insurance, schedules, claims reporting, collecting receivables, and maintaining file documentation.

Primary Duties

• Contributes in regular meetings with team to ensure up-to-date on all pending client issues, changing needs, implementing service plans, and other issues.
• Fields internal client communication via mail, email, phone, and/or face to face and identifies clients insurance requirements.
• Handles issuance and sending of certificates, pre-renewal, renewal, new business...