Job Description

Certificate Specialist I
Calgary , AB
8 Months

• Hybrid Model: You will be required to have in person interactions at the office for specific

scenarios such as: team meetings, on boarding, pre and post renewal reunions, among others.
Location: Calgary
Bilingual is not a requirement

• Hybrid Model: You will be required to have in person interactions at the office for specific

scenarios such as: team meetings, on boarding, pre and post renewal reunions, among others.
The HM wants this candidate to be located in Calgary. Hybrid role onsite 3 days a week.

• Remote: Equipment will be provided as per needs.

Our Operations & Technology Team
Operations & Technology team is the heart of our organization. Our goal is to deliver superior service to our clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk.
The O&T People are responsible on building the sustainable and repeatable capabilities that support delivery of the highest standards of service and execution. As part of our day to day, we consider colleagues who are in capability to Analyze and review claims, data tools, business processes and operational standards to execute service delivery.
O&T evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. We also are in charge of researching and monitor external landscape to identify developments and translate them into operational implications for the company
(e.g., legislation impacting claims processing, regulations influencing business operations and QA standards).Certificates Center of Excellence
Our CCE - Certificates Center of Excellence team is a specialized area on the creation, renewal and management of Certificates of Insurance and Auto ID Cards for our Clients. A Certificate of Insurance will provide a summary on the policy and it is generated case by case upon Client specific needs and request.
Our main focus it to provide administrative support to client facing brokers by generating, amending, renewing and facilitating a Certificate of Insurance / Auto ID Card and/or any other documentation related to it. The certificates are kept and logged in at our in house system so we can provide further assistance upon renewal, changes on policy documents, endorsements and in general, any coverage changes that
the Client might face amongst the duration of their policies. (How does a regular day looks at this role)
As a Certificate Specialist I, you will be in charge of receiving different request through a workflow management dashboard related to individual requests from our Clients to assist on the following:
- Drafting, creation and generation of certificates of Insurance and Auto ID Cards.
- Provide support to Client Service colleagues in transactional activities related to COI / Auto ID Cards.
- Efficient and timely production of all related documentation, including releasing a final deliverable to clients directly and/or other Client colleagues.
- Maintain contact with different Underwriters, Insurance Company and other Third party providers involved at the COI and Auto ID Generation.
- Keep track and maintain evidence and records on any COI/ Auto ID generated including any relevant communication with Client and other parties involved.
- Actively participate on preparing the renewal of COI and Auto ID Cards with activities such as: holding meetings with Client and Client Service Team communicate timelines, manage certificate delivery expectations, and flagging any particular condition that might have an effect on our Service Level of Agreement.Qualifications (What you need to apply)
High School Diploma or equivalent experience, college degree is preferred
No prior experience needed
Interest on financial / insurance industry in general
Previous experience at Insurance desired but not mandatory
Clear and concise oral and written communication skills
Strong numerical skills
Excellent organization skills - able to prioritize work and meet deadlines
Excellent interpersonal skills - able to work within a team
Comfortable and experience working with technology (solutions).
Proficient in Microsoft Office tools (or equivalent) - Outlook, Word and Excel
Focus on attention to detail at all times
Ability to read, analyze and interpret general business correspondence.
Prioritize activities based on: urgency, current state, sensitivity, timelines/ deadlines.
Manage relationship with key business stakeholders.Core Competencies
Relationship Management

• Builds and nurtures effective and collaborative relationships.
• Organize and prioritize work schedule to meet client needs.
• Actively supports the interests of the client service team, Client and other colleagues.
• Alignment with the client needs by making choices and setting priorities to meet their requests.

Teamwork & Collaboration

• Works collaboratively with team members to create team spirit.
• Ability to interact with others effectively. Able and willing to share and receive feedback.
• Proposes changes to work, approaches and processes.
• Demonstrates commitment to diversity, inclusion and belonging across AC and Client.

Judgement & Problem Solving.

• Apply critical thinking to solve problems.
• Initiates ideas for improvement.
• Proactively anticipate problems and develop alternate plans to solve outcomes

Result Oriented.

• Establish and maintains high performance standards.
• Seeks guidance and feedback on performance; responds appropriately and takes action to improve the results achieved.
• Completes work in a timely and consistent manner.
• Takes a personal responsibility for job performance.

Change Management

• Demonstrates an openness to change
• Adapts to changing work environments, work priorities and organizational needs
• Able to effectively deal with change and diverse people.
• Applies knowledge and skills to new circumstances and demands. Shares their knowledge to apply to different scenarios.
• Able to remain calm, and handle tight timelines

Axelon Services