CSR Document Management

Job summary

Maintain and organize client documents, assign and rename electronic files, process incoming and outgoing mail, and prepare correspondence and insurance-related certificates. Support service teams with data entry, risk updates, task management, office duties, and adherence to procedures that help prevent errors and omissions.

Job details

As a Client Service Representative (CSR) for the Document Management Team, you will report directly to the Learning and Development Manager and contribute to the management of documents for our clients and assisting our service teams. Specific duties are outlined as follows: Client Service and Document Management Maintain, update, and organize computer and paper files utilized by the department. Ensure the proper and appropriate assignment of documents to our various client files by assigning electronic documents and renaming them to assist our service teams (rename/reindex) Prepare correspondence, pre-renewal letters, no-interruption letters, as determined. Management of our download module within our broker management system (Acturis) Mail – incoming mail (Canada Post, ICS, and Courier) sorted, and processed into the system. Mail – outgoing; letters, envelopes, prepare all courier waybills, accurate mailing labels, and appropriate postage. Assist with the preparation of pink cards and schedules, as determined. Assist with the preparation of certificate requests such as mortgagee requests, lessor, loss payable, additional insureds, CSIO, and ISNetWorld. Update risk details as needed; creating and maintaining of task management when assigned. Data entry for special projects. Light office duties as needed. Opportunity for future development and training for other CSR tasks. Team Support Participate in taking a turn to assist with the maintenance of the office coffee machine. Take all steps to avoid Errors & Omissions and report any potential E&O to the Service Supervisor. Attend and participate in Team meetings, general staff meetings, and company functions. Office Support Abide by and adhere to the policies and procedures as outlined in the IGN Policies & Procedures Manual. Utilize the broker management system, Microsoft Office Suite, APF Finance, and ISNet World programs. This job operates in a professional office environment. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

What you’ll do

Maintain and organize client documents, assign and rename electronic files, process incoming and outgoing mail, and prepare correspondence and insurance-related certificates. Support service teams with data entry, risk updates, task management, office duties, and adherence to procedures that help prevent errors and omissions.

Requirements

The posting does not specify formal education, prior experience, or other required qualifications. The role involves using Acturis, Microsoft Office, APF Finance, and ISNetWorld, with opportunities for training in additional CSR tasks.

Listed skills

• Customer service · Preferred
• Attention to detail · Preferred
• Microsoft Office · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Document Management
• File Organization
• Document Indexing
• Correspondence Preparation
• Mail Processing
• Data Entry
• Certificate Preparation
• Risk Detail Updates
• Task Management
• Client Service
• Attention to Detail
• Microsoft Office
• Acturis
• APF Finance
• ISNetWorld

Job areas

• Customer Service & Support
• Administrative
• Finance & Accounting

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