Job Status: Full-Time

Location: Salmon Arm, Kelowna or Vernon, BC

Pay Range: $45,000 - $55,000 CAD annually.

Job Purpose

This role is responsible for providing support to the Commercial Client Advisor and Client Executive by processing documents, invoicing premium, 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 you are 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 submissions and proposals as requested
• Helps with the maintenance of activity lists as requested (Endos, p...