Job Description

POSITION OVERVIEW

The Technical Administrator, Personal Insurance supports clients to ensure exceptional service

experiences. This role provides crucial administrative support to front-line brokers, manage renewals, endorsements, cancellations, and handle bordereau reporting and plays an integral role in ensuring that clients receive prompt, accurate, and high-quality support.

This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required be management.

RESPONSIBILITIES:

Client Communications & Broker Support

• Collaborate closely with team members to exceed client expectations and deliver outstanding service.
• Assist in handling broker referrals by providing timely and accurate responses to inquiries.
• Gather and organize necessary information and documentation to support client requests and broker needs.
• Address client inquiries and requests with professionalism and urgency.

Administration & Reporting

• Assist team with client contacts and obtaining underwriting information.
• Support new business inbox team with lead handling and distribution.
• Provide support for new business admin team with activity follow-up and document distribution.
• Ensure accuracy and compliance in all transactions and communications.
• Maintain precise and up-to-date records for all administrative tasks, ensuring accuracy and compliance.
• Compile and submit bordereau reports in a timely and accurate manner, including all relevant data for analysis.
• Manage data entry tasks with a high level of accuracy and attention to detail.
• Ensure that all records and documentation are organized and accessible for audit and reporting purposes.

Process Improvement

• Collaborate with team members to complete project-related tasks and achieve objectives efficiently.
• Work with brokers, underwriters, and support staff to facilitate seamless operations and achieve collective goals.
• Proactively identify and address any issues or challenges related to administrative tasks, seeking solutions promptly.

Compliance

• Uphold Waypoint's commitment to exceptional client experiences by providing high-quality administrative support.
• Adhere to all compliance standards and regulatory requirements within the insurance industry.
• Maintain a thorough understanding of insurance best practices, standards, and underwriting guidelines.

Additional duties and responsibilities may be added during the course of employment.

REQUIREMENTS:

• A Level 1 BC insurance license is an asset but not required.
• At least 5 years of experience in the insurance industry, with a focus on Personal Lines.
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word).
• Knowledge of CSIO applications and releases is preferred.
• Familiarity with insurance policy wordings and coverages.
• Strong understanding of insurance best practices, standards, and underwriting guidelines.
• Previous experience in administrative roles or supporting front-line brokers is highly advantageous.
• Excellent communication and interpersonal skills with a strong commitment to delivering exceptional client service.
• Ability to work collaboratively within a team and manage multiple tasks effectively.

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

The base salary range for this role is $40K to $55K per year. At Waypoint, compensation is determined by a combination of factors including a candidate’s experience, job-specific knowledge, and skills. Internal equity to ensure fairness across the organization and region/location is also considered.

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