14 Jun 2018

Full-Time Client Services Administrator

David Cummings Insurance Services – Anywhere

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Job Description

CLIENT SERVICES ADMINISTRATOR

Job Description

***WE AIM TO HAVE THE SUCCESSFUL CANDIDATE START WORK BY THE WEEK OF JULY 3rd***

Reporting to the General Manager, the Client Service Administrator (CSA) plays a key role in contributing to and enhancing the overall client experience.  The CSA is responsible for diverse functions including:

  1. Responding to client inquiries within agreed time frames and in adherence with quality and compliance standards
  2. Document processing, including: auditing of insurance forms and enrolment spreadsheets for accurate completion, preparing insurance documentation for delivery to clients, and period-end order reconciliation 
  3. ​Data entry, records keeping, and reporting, using multiple database applications, and MS Office Suite
  4. Regular email, telephone, and in person correspondence with individual and corporate clients as part of the insurance enrolment process, invoice reconciliation, and general client support services
  5. Full range of Front Desk reception duties, and some face to face client support services
  6. Bank deposits and transacting Debit and Credit Card payments
  7. General office support
  8. Contribute to and enhance office process improvements, and office reference documentation
  9. Other project assignments as needed

Desired Skills & Experience

We welcome candidates who are dedicated to making a positive difference in the lives of clients and co-workers, and who value a collaborative team-based approach. The successful applicant will possess a friendly and courteous manner, a personal commitment to ethical conduct, a high level of discretion and regard for confidentiality, an unwavering attention to detail, analytical and problem-solving skills, and an eagerness to learn.

Spoken and written English skills must be highly proficient; a second language is an asset, but is not required. Our clientele is international, so intercultural skills and dedication to communicating patiently and effectively with people whose first language is not English are essential.

The role requires facility in keyboarding and PC use – especially with MS Outlook, Excel, and Word. User experience with web-based applications is an asset. We are looking for candidates with a minimum of three years work experience involving administrative and customer service roles. Knowledge about and/or experience in the insurance, healthcare, immigration, travel, or international education sectors are valuable assets.

Position Type

  • Full Time (37.5 hrs per week)

 

Compensation

1. Salary – commensurate with the successful applicant’s qualifications and experience. 2. Employee Group Benefits Plan (eligible after successful completion of a probation period) 3. allotment of paid flex days, separate to earned vacation leave

Additional Document

  • Cover Letter 

Job Location

  • Vancouver | Jericho-Kitsilano

Job Functions

  • Clerical/Office Administration
  • Insurance industry

 

Please email your resume and cover letter to:

Jason Cummings, General Manager   jason@david-cummings.com

 

DCIS is a boutique health and life insurance brokerage headquartered in Vancouver, British Columbia. In September 2017 we celebrated the milestone of 30 years in business! Our clientele is international, and includes individuals and families, as well as private and public organizations and their constituent members.  We are well known for our specialization in health insurance for people residing or travelling outside their home country, including international students, foreign workers, immigrants, visitors, expatriates, and travellers. Through our network of associates we also provide disability insurance, life insurance, and group benefits.

 

We are proud to present below our Vision Statement which governs our company direction, operations, and team.

DCIS Vision Statement

 As a health and life insurance brokerage of choice, engaged to help clients manage risk and have better value solutions and assistance;

As an employer and team, and

As a business partner:

We will flourish and be recognized in the marketplace for relentless championing duty of care, good faith, and the dignity of each person – in everything we do, and across all relationships.

 

David Cummings Insurance Services

www.david-cummings.com

Job Categories: Admin. Job Types: Full-Time. Salary: Negotiable.

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