About the Company
CHAT is an acronym that stands for Commercial, Home, Auto and Travel, but we have already expanded our range to include Life and Health. We have grown from just one person back in 2009 to more than 140 employees, and serve more than 25,000 policyholders in Ontario.
The small size of our brokerage allows us to adapt in real time to the ever-changing needs of our community. As our customers’ needs evolve, so does our business. We’re already providing coverage for a number of traditional Korean, Vietnamese and Chinese businesses.
We believe there is a product out there to fit every insurance need, and if we don’t have it yet, we’ll get it. In 2016, we are happy to introduce our new website. And we plan to always keep growing to better serve our customers and to make insurance simpler.
About the Role
We are looking for detail-oriented Data Processors to support our team. This role
is critical to the efficient management of client policies, ensuring smooth
processing of policy changes, new business, renewals, and endorsements.
Key Responsibilities
Manage policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing, and endorsements.
Review quotations, subjectivities, and policies for accuracy.
Manage and organize client files, ensuring all documentation is complete and up to date.
Maintain accurate records and databases to track client interactions and policy changes.
Collaborate with underwriters and brokers to facilitate efficient communication and resolve client inquiries.
Administer internal standard operating procedures and underwriting guidelines.
Work effectively with team members and colleagues to accomplish team and organizational goals.
Input and maintain data in the broker management system or through company portals.
Process policy changes, applications, renewals, and cancellations.
Manage daily insurance company downloads and upload new business.
Ensure client files are up to date.
Retrieve insurance-related documents such as claims history and driving records.
Provide daily administrative support as requested.
Pay: $36,000.00-$60,000.00 per year
Additional pay: Bonus pay
Benefits:
Dental care
Flexible schedule
Paid time off
Vision care
Work from home
Schedule:
8 hour shift，Monday to Friday
Requirements
What We’re Looking For
We’re seeking an individual who is detail-oriented, proactive, and dedicated to
supporting client needs. Here’s what we’re looking for:
Education: Post-secondary education preferred.
Positive Attitude: A can-do attitude and willingness to learn.
Organizational Skills: Strong organizational skills with attention to detail.
Communication Skills: Excellent communication and interpersonal skills.
Self-Starter: Ability to work independently and manage tasks with minimal supervision.
Technical Skills: Proficiency in Microsoft Office software.
Time Management: Ability to organize and prioritize work effectively.
Adaptability: Ability to work in a fast-paced environment and meet deadlines.
Team Player: Ability to work collaboratively as part of a team.
Language Skill: English, Mandarin or Cantonese