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Détails du poste

Apply For This Job: Your Name Email Address Phone No. Attach your resume Upload File Max file size 10MB. Uploading... fileuploaded.jpg Upload failed. Max size for files is 10 MB. Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. We are seeking a detail-oriented and motivated Junior Underwriter / High Value Home Assistant to join our dynamic team in Vancouver. Key Responsibilities: Drafting precise endorsements, renewals, and new business documents across multiple companies. Utilizing Microsoft Word and Excel for effective document creation and data management. Using TAM and Lineage software to streamline workflow. Maintaining strong organizational and typing skills. Updating client records and databases accurately. Communicating effectively with clients, underwriters, and insurance carriers for seamless policy processing. Creating tailored quotes and proposals based on clients' insurance needs. Collaborating with team members to meet deadlines and improve workflow efficiency. Staying updated on industry trends and regulations. Reviewing policies for accuracy and compliance. Providing prompt and exceptional customer service for client inquiries. Participating in training and professional development. Contributing to process improvements for better efficiency. Ensuring confidentiality and discretion with sensitive client information. Adhering to company policies to maintain professionalism and service excellence. Qualifications: Preferably holding a level two license. Must be licensed and ideally initiating CIP’s. ‍ Key Responsibilities: Drafting precise endorsements, renewals, and new business documents across multiple companies. Utilizing Microsoft Word and Excel for effective document creation and data management. Using TAM and Lineage software to streamline workflow. Maintaining strong organizational and typing skills. Updating client records and databases accurately. Communicating effectively with clients, underwriters, and insurance carriers for seamless policy processing. Creating tailored quotes and proposals based on clients' insurance needs. Collaborating with team members to meet deadlines and improve workflow efficiency. Staying updated on industry trends and regulations. Reviewing policies for accuracy and compliance. Providing prompt and exceptional customer service for client inquiries. Participating in training and professional development. Contributing to process improvements for better efficiency. Ensuring confidentiality and discretion with sensitive client information. Adhering to company policies to maintain professionalism and service excellence. Qualifications: Preferably holding a level two license. Must be licensed and ideally initiating CIP’s. ‍ Apply For This Job: Your Name Email Address Phone No. Attach your resume Upload File Max file size 10MB. Uploading... fileuploaded.jpg Upload failed. Max size for files is 10 MB. Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. Thank you! Your submission has been received! We are seeking a detail-oriented and motivated Junior Underwriter / High Value Home Assistant to join our dynamic team in Vancouver. Key Responsibilities: Drafting precise endorsements, renewals, and new business documents across multiple companies. Utilizing Microsoft Word and Excel for effective document creation and data management. Using TAM and Lineage software to streamline workflow. Maintaining strong organizational and typing skills. Updating client records and databases accurately. Communicating effectively with clients, underwriters, and insurance carriers for seamless policy processing. Creating tailored quotes and proposals based on clients' insurance needs. Collaborating with team members to meet deadlines and improve workflow efficiency. Staying updated on industry trends and regulations. Reviewing policies for accuracy and compliance. Providing prompt and exceptional customer service for client inquiries. Participating in training and professional development. Contributing to process improvements for better efficiency. Ensuring confidentiality and discretion with sensitive client information. Adhering to company policies to maintain professionalism and service excellence. Qualifications: Preferably holding a level two license. Must be licensed and ideally initiating CIP’s. ‍ We are seeking a detail-oriented and motivated Junior Underwriter / High Value Home Assistant to join our dynamic team in Vancouver. Key Responsibilities: Drafting precise endorsements, renewals, and new business documents across multiple companies. Utilizing Microsoft Word and Excel for effective document creation and data management. Using TAM and Lineage software to streamline workflow. Maintaining strong organizational and typing skills. Updating client records and databases accurately. Communicating effectively with clients, underwriters, and insurance carriers for seamless policy processing. Creating tailored quotes and proposals based on clients' insurance needs. Collaborating with team members to meet deadlines and improve workflow efficiency. Staying updated on industry trends and regulations. Reviewing policies for accuracy and compliance. Providing prompt and exceptional customer service for client inquiries. Participating in training and professional development. Contributing to process improvements for better efficiency. Ensuring confidentiality and discretion with sensitive client information. Adhering to company policies to maintain professionalism and service excellence. Qualifications: Preferably holding a level two license. Must be licensed and ideally initiating CIP’s. ‍

Ce que vous ferez

The role involves drafting endorsements, renewals, and new business documents while managing client records using TAM and Lineage software. The assistant will also create tailored insurance quotes and communicate with clients and carriers to ensure seamless policy processing.

Exigences

Candidates must be licensed insurance professionals, preferably holding a level two license. Initiating CIP (Chartered Insurance Professional) designations is also highly desired.

Compétences indiquées

• Service à la clientèle · Souhaitée
• Microsoft Excel · Souhaitée
• Microsoft Word · Souhaitée

Autres compétences pertinentes

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

• Underwriting
• Policy Processing
• Microsoft Word
• Microsoft Excel
• TAM Software
• Lineage Software
• Customer Service
• Document Drafting
• Data Management
• Insurance Quoting
• Organizational Skills
• Typing Skills

Domaines d’emploi

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative