Client Service Document Management Representative (Edmonton)

Client Service Document Management Representative (Edmonton)

26 Oct
|
Insurance Growth Network
|
Edmonton

26 Oct

Insurance Growth Network

Edmonton

Support client documents through organized file management, accurate data entry, and service-team assistance in a professional office workplace.

As a Client Service Representative on the Document Management Team, you report to the Learning and Development Manager. You maintain electronic and paper files, process incoming and outgoing mail, and use Acturis, Microsoft Office Suite, APF Finance, and ISNetWorld. The work supports client files and service teams.

Key Responsibilities:

- Maintain, update, and organize computer and paper files
- Assign, rename, and reindex electronic client documents
- Manage the Acturis download module
- Process incoming and outgoing mail accurately
- Prepare certificates, pink cards, schedules, and mailing materials

Requirements:

- Use Acturis broker management system
- Use Microsoft Office Suite, APF Finance, and ISNetWorld
- Update risk details and maintain assigned tasks
- Complete data entry for special projects
- Follow IGN Policies & Procedures Manual

Bring careful document organization, accurate processing, and client service support to this Document Management Team position.

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📌 Client Service Document Management Representative (Edmonton)
🏢 Insurance Growth Network
📍 Edmonton

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