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Jardine Lloyd Thompson Canada

Process Analyst

Canada-British Columbia-Victoria

1513210

Job Description

Position Summary:  Provides processing support on client accounts for both new and renewal business.  May receive direction from the Sales, Broking or Service teams for other projects as required.

Responsibilities:

  • Prepares and processes insurance documents including insurance schedules, statements of value, insurance confirmations, finance contracts, endorsements, binding packages, policies (on small commercial business where policies are produced in-house), certificates of insurance and invoices.

  • Co-monitors Central Processing workflow.  Receives requests and liaises with other Central Processing Unit members, ensuring that the workload is balanced and processed in accordance with established procedures in a timely and accurate manner.

  • Prepares and signs certificates of insurance.

  • Enters client data into EPIC.

  • Follows-up with Insurers on outstanding documentation.

  • Receives insurance policies and endorsements from Insurers, reviews policies and endorsements for accuracy and forwards to Service Teams.

  • Provides mentoring to Process Assistants.

  • Ensures documentation and emails are saved correctly in EPIC and/or the shared drive.

  • Follows JLT policies and procedures, including compliance, privacy and client security procedures, as set out on the Company Intranet and as amended from time to time.

  • Performs special projects (photocopying, creating spreadsheets, data clean up etc.) for Sales, Broking, Service or Operations teams as required.

  • Identifies quality and efficiency concerns and offers suggestions for process improvements.
  • Other duties as required.

Qualifications:

 

  • Insurance courses or working towards designation an asset.
  • General knowledge of all classes of insurance. 

  • Strong proficiency in Word, Excel, and Outlook.

  • General knowledge in TAM and EPIC is an asset.

  • Good organisation and communication skills.

  • Works well in a team environment.

  • Ability to prioritize tasks.

  • Strong attention to detail.

  • Valid level 1BC provincial insurance licence mandatory.

     

 


Contact Information

Jardine Lloyd Thompson Canada
Kathleen Taylor
ktaylor@jltcanada.com
4168486907
Posting Date: 24-May-2017Insurance Permanent, Full-Time Open 1 ASAP
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