Job Description

As a member of the Processing Team, the Processor is responsible for accurate data entry, transaction processing, verification of data and policy documentation, compliance adherence, and reporting. This role is accountable for performing assigned duties in accordance with documented procedures, service standards, and regulatory requirements.

The Processor collaborates closely with internal team members and Insurer Partner support teams, serving as a key point of coordination to ensure accurate processing, clear communication, and high-quality service delivery. The role provides a foundation for growth within the organization and may serve as a pipeline for more advanced positions, offering opportunities to develop skills, gain experience, and expand responsibilities over time.

You will uphold the organization's Commitment to Excellence by performing your duties with integrity, accountability, and attention to detail. This role reflects excellence in operational execution, communication, and compliance stewardship, aligned with the brokerage's core values of

Professional, Committed, Innovative, and Proactive

.

KEY DUTIES & RESPONSIBILITIES

1. Processing

Record, update, and maintain accurate information across internal and external systems Post transactions to client accounts and generate invoices Generate, review, and reconcile reports as required Review and manage documentation and correspondence related to policies and transactions

2. Compliance

Follow detailed workflows and standard operating procedures accurately and without unauthorized deviation Ensure adherence to legal, regulatory, internal, and insurer requirements and standards Identify, report, and escalate issues or concerns promptly to the appropriate contact Operate within established KPI metrics, service standards, and performance expectations Assist with internal and external audits by compiling requested information, maintaining accurate records, and responding promptly to audit inquiries

3. Collaboration & Continuous Improvement

Foster a positive, cooperative work environment that emphasizes accountability, efficiency, and excellence Communicate professionally and effectively with team members, insurer partners, and management Consistently demonstrate and uphold organizational core values Identify opportunities for workflow improvements and increased efficiency, and proactively share recommendations through appropriate channels for review and approval

4. Additional Responsibilities / Special Projects

May be assigned special projects or tasks outside of core duties. Participation is encouraged and recognized, and may contribute to performance bonuses or other recognition programs Projects will align with organizational goals and may include process improvements, system enhancements, or other initiatives Participation in these projects may also provide opportunities to develop skills and prepare for more advanced roles within the organization

QUALIFICATIONS

Education

Post-secondary education, or equivalent experience, is preferred Commitment to ongoing professional development and continued learning to maintain and expand relevant skills

Professional Credentials

Level 1 General Insurance License is considered an asset but is not required

Knowledge, Skills & Abilities

Excellent verbal and written communication skills, including the ability to raise concerns, ask questions, and suggest changes constructively Strong attention to detail with the ability to follow complex workflows and established procedures accurately Exceptional organizational, time management, and work prioritization skills, with the ability to balance competing tasks and meet deadlines efficiently Professional, courteous, and respectful demeanor Strong analytical and problem-solving capabilities Strong technical aptitude with the ability to quickly learn and effectively use required systems, tools, and technologies

Experience

Previous data entry or processing experience is preferred Experience with insurance company portals is an asset Experience with Applied Epic is an asset
Job Type: Full-time

Benefits:

Casual dress Company events Dental care Employee assistance program RRSP match Vision care
Work Location: In person