Client Service Document Management Representative Edmonton

Client Service Document Management Representative Edmonton

29 Oct
|
Insurance Growth Network
|
Edmonton

29 Oct

Insurance Growth Network

Edmonton

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

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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