Licensed Insurance Agent Level 2

Résumé du poste

The role involves supporting customers with insurance inquiries and adjudicating ancillary claims to ensure accuracy and efficiency. You will also be responsible for logging claims, reviewing estimates, and processing payments in accordance with policy terms.

Détails du poste

Millennium Insurance is looking for an experienced Licensed Insurance Agent Level 2 to join our growing team. In this role, you will use your insurance licence to support customers with questions about our products and coverage, particularly in British Columbia, while also spending a significant portion of your time adjudicating ancillary claims that do not require an insurance licence. We are looking for someone who currently holds a BC Level 2 General Insurance Licence, or an Alberta Level 2 General Insurance Licence and is eligible to obtain the equivalent Level 2 licence in British Columbia. This is an opportunity to combine your insurance knowledge with hands-on claims experience by providing clear and accurate information to customers, reviewing coverage, adjudicating ancillary claims, and helping ensure claims are handled accurately, efficiently, and in accordance with policy terms. As a locally owned Alberta insurer, we combine the stability of an established organization with the agility to make decisions quickly. You’ll have the opportunity to broaden your insurance and claims expertise while working closely with customers and an experienced team. WHO YOU ARE * A licensed insurance professional: you hold a BC Level 2 General Insurance License or an Alberta Level 2 General Insurance License and are eligible to obtain the equivalent license in British Columbia. * Experienced in claims and customer service: you have a minimum of two years of relevant experience in insurance, claims, automotive, dealership, or customer service. * Direct experience with ancillary products or claims is considered an asset. * Knowledgeable about insurance: you have an understanding of insurance policy wording, coverage interpretation, claims practices, and applicable provincial insurance regulations. * Automotive dealership experience is considered an asset. * Detail-oriented and organized: you have strong attention to detail and organizational skills, with the ability to prioritize and manage multiple claims, inquiries, invoices, and administrative tasks. * A strong communicator: you have previous experience with frontline customer interaction by telephone and/or email and are fluent in English with strong verbal and written communication skills. * Fluency in French is considered an asset. * Comfortable with technology: you possess intermediate Microsoft Office skills, including Word and Excel, and are comfortable working with electronic claims and administrative systems. * Flexible and dependable: you are able to work a rotational Saturday and Statutory Holiday schedule as required. * Successful completion of employment, credit, criminal, education background checks including employer reference and verification before employment is required. HOW YOU WILL SUCCEED Within your first six months, you will be a reliable and knowledgeable member of the claims team who provides responsive customer service, accurately interprets coverage, and processes ancillary claims and payables efficiently and accurately. Success in this role means you: * Manages general incoming calls/emails/faxes as required by the nature of the call/email. * Log all calls/inquires/claims. * Responsible for the review of pictures ensuring loss is coverable under the terms of the policy. * Review of requested pictures to confirm the legitimacy of a claim. * Review of estimates confirming labor rates, hours, part prices and related estimate requests. * Return authorizations for covered claims or respond to non-covered claims with the reason of denial. * File all approved claims manually or electronically. * Responsible to match all incoming invoices with backup for payment, insert the required information, calculate the amount paid including a breakdown of tax(es) and enter the claim as paid. * Processing all Tire, Key Etch, and Chemical claims including payables of each. * Processing aged claims authorized but never received. * Sourcing of outside sources to keep claim cost at a minimum (aftermarket). * Other duties as assigned. HOW WE TAKE CARE OF OUR EMPLOYEES By joining Millennium Insurance, you will belong to a passionate and purpose-driven team. As part of the Wheaton Group Companies, we pride ourselves on being family oriented, socially responsible, and in doing business the right way. Millennium is proud to be Great Place to Work Certified for creating an outstanding employee experience and an amazing workplace culture. Some of the amazing benefits our employees have access to include: * Off work 1 hour early on Fridays. * Earned Time-Off Program and vacation. * Group Retirement Savings Plan with employer match. * On-site gym including free weekly classes with a qualified trainer. * Newly renovated facility with ergonomic desks/chairs. * Educational assistance and career development. * Employee benefits. * Health and Wellness spending account. * Employee Assistance Program (EAP). * Employee discount programs. * A Culture Team dedicated to diversity, inclusion, and employee programs. * Employee recognition and appreciation events. * French is not required for this role but is an asset, an uplift of 5% is applied after the probationary period for qualified professional level French bilingualism (both spoken and written). ABOUT MILLENNIUM INSURANCE Millennium Insurance is a locally owned and operated property and casualty insurance company based in Sherwood Park, AB. We pride ourselves on offering relevant and competitively priced insurance products, along with industry-leading customer service. As an AM Best rated company, Millennium Insurance is proud to be part of the Wheaton Group of Companies. We thank all candidates for their interest but only candidates selected to advance in the hiring process will be contacted. Final candidates will be asked to undergo pre-employment backchecks, results of which must be satisfactory to Millennium. Millennium is committed to fostering an inclusive, equitable and accessible workplace. If we can make any adjustments to the hiring process to better accommodate you, please provide feedback when submitting your application or let us know when we reach out about a job opportunity.

Ce que vous ferez

The role involves supporting customers with insurance inquiries and adjudicating ancillary claims to ensure accuracy and efficiency. You will also be responsible for logging claims, reviewing estimates, and processing payments in accordance with policy terms.

Exigences

Candidates must hold a BC or Alberta Level 2 General Insurance License and have at least two years of relevant experience in insurance, claims, or customer service. Strong communication skills, proficiency in Microsoft Office, and the ability to work a rotational schedule including Saturdays and holidays are required.

Avantages

• Earned Time-Off Program • Vacation • Group Retirement Savings Plan with employer match • On-site gym • Educational assistance • Career development • Employee benefits • Health and Wellness spending account • Employee Assistance Program • Employee discount programs • Employee recognition and appreciation events

Compétences indiquées

• Service à la clientèle · Souhaitée
• Souci du détail · Souhaitée
• Communication · Souhaitée
• Microsoft Office · Souhaitée
• Saisie de données · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Insurance licensing
• Claims adjudication
• Customer service
• Coverage interpretation
• Policy wording
• Automotive claims
• Microsoft Office
• Communication
• Attention to detail
• Organizational skills
• Administrative tasks
• Data entry
• Organizational Skills
• Administrative Functions
• Microsoft Excel
• Accounts Payable
• Adjudication
• Calculations
• Casualty Insurance
• Customer Service
• Employee Assistance Programs
• English Language
• French Language
• General Insurance
• Invoicing
• Prioritization
• Detail Oriented

Domaines d’emploi

• Finance & Accounting
• Customer Service & Support
• Administrative
• Licensed Insurance Agent
• Insurance Sales Agent (General)
• Insurance Representatives
• Insurance Sales Agents