Client Account Administrator/Processor
Location: Kelowna, BC
Position Status: OPEN
Salary: $65,000 - $70,000 annually
Our Client, a leading Commercial Insurance and Surety firm in Kelowna is seeking an Client Account Administrator/Processor to support their Senior Management team.
In this role, you will collaborate closely with Senior Account Managers to assist in managing client accounts. The ideal candidate will bring a proactive attitude, excellent problem-solving abilities, and strong multitasking skills to a fast-paced environment. This position is essential to the department, providing critical support in handling daily requests, managing documentation, and ensuring smooth operations.
Responsibilities:
You will manage the renewal cycle and servicing of client accounts.
You will understand insurance and surety information to the extent necessary to assist the Account Managers.
You will analyze documents for requirements and risk exposures and obligations.
You will assist in the issuance legal documents.
You will obtain familiarity with electronic document signing software and company websites/portals.
You will communicate professionally with others.
You will bill all invoices accurately and timely.
You will perform various other tasks associated with surety account management.
You will demonstrate proficiency with Applied Epic, Microsoft Office, Microsoft Windows, Adobe, and other programs.
Requirements:
Office, Administration, or Business Certificate or Diploma would be an asset.
You can learn new processes and procedures quickly and consistently apply learned knowledge.
You can adapt: Change is a necessary function of a growing business, and you adapt your work and communication style to best-fit new processes, procedures, and business needs.
You are Precise: Your detail-oriented approach allows you to accurately input, and find errors, in large bodies of information.
You maintain Dependability: You come to work prepared, on-time and use work time appropriately.
You work Proactively: Within the boundaries of your position, you do your best to meet business needs without being asked.
You can effectively Multi-Task: You can manage multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first.
You develop Customer Loyalty: You are aware of, and go out of your way to help, customers.
You promote Teamwork: You can work with diverse groups of people and forge effective professional relationships with employees and management.
You think Critically: When something doesn’t work, you are able to either fix the problem or find an effective and efficient work-around.
You communicate effectively. You demonstrate the ability to maintain confidentiality and to exercise discretion, as you will be exposed to clients’ confidential information,
To apply, please email resume to kristie@kanrecruitment.com
We thank all applicants for their interest however only those who are being considered will be contacted.
