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Insurance
Supports daily administrative operations for the Personal Insurance division. Responsibilities include updating and invoicing records in EPIC, generating letters, preparing refunds, scanning and attaching documents, managing incoming and outgoing mail, closing ICBC transactions, conducting quality reviews, maintaining inventory, organizing documentation, and collaborating with internal stakeholders. The role requires strong Microsoft Office skills, organization, time management, prioritization, attention to detail, and the ability to manage requests from multiple stakeholders.
Top Skills:
Epic Broker Management SystemExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Insurance
Manage advisor block transfers and reassignments, ensuring accurate servicing and commission changes. Prepare transfer documentation, maintain broker and transfer records in WealthServ, coordinate with brokers and insurance carriers, follow up on requests, investigate discrepancies, obtain client listings, and support related projects. The role requires strong attention to detail, organization, communication, relationship-building, and proficiency with Microsoft Word and Excel.
Top Skills:
ApexaExcelMicrosoft WordWealthserv
Insurance
Manages a commercial insurance book of business as the primary client advisor, handling client relationships, new business, renewals, coverage analysis, submissions, negotiations, documentation, binding, invoicing, and account reconciliation. The role requires commercial insurance expertise, independent prioritization, accurate records, client service, collaboration, and support for team development. It is an in-office position with client visits and relationship-building activities.
Top Skills:
Certificate ExchangeCsr24EpicExcelMS OfficePolicyworksPowerPointWord
Insurance
Provides administrative support for claims examiners, including file setup, payment processing, bordereaux management, claims intake, reconciliation, stakeholder communication, and phone queue coverage. The role requires strong attention to detail, customer service, communication, and intermediate-to-advanced Microsoft Office skills. Candidates need 1–2 years of administrative experience and must hold or obtain a Level 1 General Insurance License.
Top Skills:
EpicExcelMS OfficeMicrosoft Word
Insurance
The Account Executive develops new commercial insurance business, researches prospects, networks, follows leads, sells tailored coverage, and manages the sales pipeline in CORE. The role also maintains an existing book of business, delivers client service, attends client meetings and industry events, stays current on insurance products, and pursues ongoing professional development. A Level 2 General Insurance License and at least five years of commercial insurance experience are required.
Top Skills:
Core System
New
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Insurance
Provides high-level administrative support to senior executives, including calendar and travel management, meeting and event coordination, expense processing, confidential minutes, presentations, catering, gifting, and special projects. The role requires strong organization, discretion, communication, attention to detail, and proficiency with Microsoft Office and Excel analysis functions.
Top Skills:
Ai ToolsExcelExcel FormulasMS OfficeOutlookPivottablesPowerPointVlookupWord
Insurance
Serve auto insurance clients through phone, email, and text by handling inquiries, educating customers, and supporting their insurance needs. The role involves inbound and outbound contact center work, sales-driven service, and maintaining high professional standards. Candidates need a Level 1 General Insurance License, insurance experience, and customer service experience. HUB provides training, coaching, flexible scheduling, benefits, commission opportunities, and career development.
Insurance
Analyzes carrier and client financial statements, renewal data, claims history, fees, rates, quotes, and account information. The role prepares renewal reports, verifies financial data, identifies discrepancies, manages confidential information, supports client accounts, and improves team processes through automation, templates, and technology platforms. It also collaborates with internal teams, carriers, and clients during presentations and events.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Insurance
Supports Commercial Auto Specialists and Insurance Advisors with ICBC account servicing, fleet transactions, account maintenance, client updates, document reconciliation, quality checks, Autolink data entry, banking coordination, daily deposits, and inventory control. Provides responsive service to internal and external clients while assisting with administrative and batching functions.
Top Skills:
Autolink
Insurance
Manage an established commercial insurance book, deliver high-quality client service, assess coverage needs, pursue new business, conduct prospect research, build industry relationships, follow up on leads, and generate insurance revenue. The role requires maintaining current coverage knowledge, participating in industry events, and continuing professional development.
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