Join a dedicated insurance team as a Policy Clerk, working in office to process claims and manage financial transactions. Your role will focus on providing excellent client service while maintaining accuracy and organization.

This position requires two to three years of experience in insurance and financial services. You will handle policy changes, calculate premiums, and prepare listings of stocks and securities. Client interaction is a crucial part of this role as you provide investment information and address account discrepancies.

Key Responsibilities:
• Process insurance claims transactions efficiently
• Update and retrieve essential financial data
• Administer changes to insurance policies




• Calculate and prepare RRSP and term deposits
• Provide excellent customer service and investment guidance

Requirements:
• 2-3 years of relevant experience in insurance
• Educational background in finance or related fields
• Strong attention to detail and organizational skills
• Excellent oral and written communication skills
• Ability to work under pressure with tight deadlines

Bring your expertise in insurance and finance to this engaged team, serving clients with accuracy and focus.
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📌 Insurance Policy Clerk On-site Role (Ontario)
🏢 Lynne C. Romero Solutions
📍 Ontario