Data Entry Clerk at Brokerteam Insurance Group – Richmond Hill, Ontario

Job Title: Insurance Data Processor

Primary Responsibilities:

• Accurately upload and process new business/renewal submissions, endorsements, and documentation into the insurer’s portal and internal systems in a timely manner.
• Review and validate underwriting documentation for completeness and accuracy before processing.
• Liaise with brokers/producers and team members to follow up on missing or incomplete underwriting information.
• Liaise with brokers/producers and team members to follow up on outstanding payments and accounts receivable
• Coordinate with insurance company underwriters to resolve data discrepancies or outstanding submission requirements.
• Perform data entry and processing within delegated underwriting authority limits as assigned by management.
• Review data inputs for accuracy, coverage details, applicable discounts, and compliance with broker instructions.
• Support the underwriting team in various administrative tasks and data management projects.
• Participate in mandatory training sessions, webinars, or seminars as directed by management.
• Perform other related duties as assigned.

Personal & Organizational Development:

• Stay current on insurance industry standards, products, technologies, and regulatory updates to ensure accuracy in processing tasks.
• Maintain a high level of professionalism in all internal and external communications, reflecting the values and reputation of the company.
• Foster positive, collaborative working relationships with team members, brokers, and underwriting partners.