Administrative Support II

Job summary

The role involves managing correspondence, transcribing data, and preparing insurance-related documentation such as bonds and certificates. You will also support account managers and producers by updating databases and ensuring the accuracy of client information.

Job details

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism. We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements! Pay at BrokerLink is about much more than just salary. - Flexible work arrangements - Multiple benefits offered to support physical and mental wellbeing, Wellness account and much more - Share plan & other savings Salary range (but not limited to): 45,200 - 55,200 Incentive plan Annual bonus: 5% target, based on the base salary, with a potential payout of up to 200% (subject to personal and company performance) As part of our commitment to Win As A Team, we share our success with employees through our incentive programs and Employee Share Purchase Plan (ESPP) – with BrokerLink matching a portion of your contributions. Our Group RRSP, with company matching DPSP offerings provide flexibility and long-term security for our employees beyond their careers. Salary for the candidate will be determined taking into consideration a number of factors including: experience, skills, qualifications, anticipated contribution to role, internal equity, location etc. The salary range presented below is based on a 35-hour workweek and would represent a majority of different candidate profiles. However, we encourage candidates who may fall outside of this range to apply as well. About the role We’re looking for an Administrative Support to work in our Saint John, NB office on a permanent full-time basis and join our growing team! What you’ll do here: Manage correspondence and ensure the quality and accuracy of information. Transcribe data from documents or databases using standardized practices. Respond to a variety of requests. Support projects or new initiatives as requested. Prepare and implement paperwork, and internal processing for assigned accounts. Confirm that the company, producer commission, named insured and address are correct in Epic. Update Epic, and send to insured. Prepare bonds, liability cards, finance contracts, certificates of insurance and binders, as requested. Send insured request for information, including but not limited request for signed applications, questionnaires, drivers lists, etc. Provide Account Manager policy documents for review. Follow Service Standards. Prepare renewal worksheet and update apps in Epic in preparation for Producer meetings. Follow-up with the insurer or insured on outstanding endorsements or information requests. Miscellaneous activities and other related duties as may be required that assist the Account Managers and Producers in their roles. Assure requests for information are completed in a timely manner. What you bring to the table: Knowledge of Commercial and Personal Lines Insurance Principles is an asset Experience on EPIC or equivalent insurance management system an asset Proactive and client focused approach with strong phone etiquette Legendary customer service and relationship building Exemplary written and verbal communication Highly organized and able to manage workflow efficiently without continuous supervision Team player with a positive attitude Proficiency in MS Office (Word, Excel and PowerPoint) #LI-Onsite This role is a new member of our growing team. We are an equal opportunity employer BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process. BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated. Discover more about BrokerLink! Visit our new dedicated Webpage. Please note that BrokerLink does not provide sponsorship or other support for immigration-related matters including but not limited to employer-specific closed work permits. Candidates must be eligible to work in Canada from the anticipated start date and throughout their employment and are solely responsible for maintaining their work eligibility. At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!

What you’ll do

The role involves managing correspondence, transcribing data, and preparing insurance-related documentation such as bonds and certificates. You will also support account managers and producers by updating databases and ensuring the accuracy of client information.

Requirements

Candidates should have strong organizational skills and proficiency in MS Office, with experience in insurance management systems like EPIC being an asset. A proactive, client-focused approach and excellent communication skills are essential for this position.

Benefits

• Flexible work arrangements • Wellness account • Share plan • Employee Share Purchase Plan • Group RRSP • DPSP • Physical and mental wellbeing support

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• MS-Office · Preferred
• Communication · Preferred
• Microsoft Word · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Data transcription
• Administrative support
• Relationship building
• Communication
• Organization
• MS Office
• Word
• Excel
• PowerPoint
• Insurance principles
• EPIC
• Proactive
• Attention to detail
• Workflow Management
• Microsoft PowerPoint
• Microsoft Excel
• Relationship Building
• Microsoft Office
• Finance
• Professionalism
• Customer Service
• Equities
• Positivity
• Administrative Support
• Verbal Communication Skills
• Service Standards
• Telephone Skills
• Workplace Inclusivity
• Transcribing
• Personal Lines Insurance

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Administrative Support Manager
• Administrative Clerk / Coordinator
• General Office Clerks
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive