Data Entry Clerk

Job Description

Job Title: Admin - Compliance Operations & Processing Team

Reporting to: Compliance Operations & Processing Manager

Bauld Insurance is award winning and leading independent general insurance brokerage offering clientele an unsurpassed level of expertise, and overall customer experience in the insurance marketplace. Where independence, advocacy and consumer choice are taken seriously - clientele are more than just renewals, they are relationships with people who have come to trust our role in providing them with protection.

We offer a competitive salary and bonus plan along with a comprehensive benefits package including medical/dental, life and RRSP contribution matching. We believe strongly in the importance of education and provide incentives to our staff for the completion of the Canadian Accredited Insurance Broker (CAIB) and Chartered Insurance Professional (CIP) programs.

Job Purpose

As a part of our Administration Team you are responsible for the policy accuracy and data integrity of our personal lines client files. You may be required for data entry (in company portals) as well as internally always ensuring our client?۪s files are accurate & processed in accordance to our binding authority . In this role you will foster relationships with our Insurer Partners, as you will work with a variety of support teams required during the portal entry process. You will understand & adhere to our Commitment to Excellence & Bauld?۪s service standards & expectations which outline the deliverables to our clients, staff & management.

Duties and Responsibilities

*Including but not limited to

• Reviewing eDocs and policy checking
• Manually processing activities and transactions
• Sorting and organizing eDocs received
• Billing and cancellation notices along with client communication
• Management of shared email folders
• Back-office processing
• Personal lines policy underwriting guideline adherence
• Internal personal lines data integrity compliance
• Personal lines policy processing
• Other duties as assigned (ex. reports, shared inbox management etc.)

Qualifications

Education & Experience

• Post secondary preferred but not required
• 2+ years insurance industry experience, however we open to less experience for the right fit

Knowledge, Skills and abilities:

• Excellent verbal and written communication skills
• Detail-oriented
• Exceptional data entry skills, entering data accurately and quickly
• Maintaining a polite & courteous demeanor at all times
• Excellent time management skills
• Excellent organization skills
• You are self-motivated and can work independently
• You are flexible and can adapt to change / maintain a positive attitude throughout
• You have effective problem-solving skills and are comfortable with technology
• Experience with Applied Epic would be an asset but is not required
• Experience with insurance company portals would be an asset but is not required

Job Types: Full-time, Permanent

Salary: To be negotiated based on education, experience and qualifications.

Job Types: Full-time, Part-time

Salary: $33,000.00-$35,000.00 per year

Benefits:

• Casual dress
• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Bedford, NS B4A 4G2: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Are you looking for part time or full time hours?
• Do you have experience with insurance company portals or Applied Epic? Please specify which one or both

Experience:

• Insurance Industry: 2 years (preferred)

Work Location: In person