Processing Associate in Insurance Brokerage

Join a leading North American insurance brokerage as a Processing Associate. This role focuses on processing renewals, new business, and cancellations while providing top-notch support to the personal lines team.

As a Processing Associate, you will ensure seamless operations across multiple branches by handling renewals, endorsements, and cancellations. This position requires meticulous data comparison and effective communication to address discrepancies with the sales team. You will play a crucial role in maintaining our broker management system, billing client premiums, and preparing comprehensive document packages.

Key Responsibilities:
• Process personal lines renewals, new business, and cancellations
• Compare incoming documents with client file data
• Update broker management system with required changes
• Bill client premiums and request refund cheques
• Provide exceptional customer service to the sales team

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