Accurate policy administration and responsive member support define this in-office Insurance Account Service Specialist role at Erie Mutual Insurance in Dunnville, Ontario. Apply licensed insurance experience.
Erie Mutual Insurance serves the Haldimand and Niagara region with Home, Auto, Commercial, and Farm Insurance. In this customer-facing position, you will process policy changes, maintain detailed records, answer coverage and billing questions, and support inspection follow-up. Microsoft Office 365 and Dynamics 365 experience would be beneficial.
Key Responsibilities:
- Process policy updates accurately and within required timelines
- Answer inquiries about coverage, billing, renewals, and endorsements
- Complete inspection follow-up and documentation review tasks
- Maintain accurate client records and follow-up activities
- Adapt to changing workflows, procedures, and service expectations
Requirements:
- Three or more years of personal lines service experience
- Valid OTL or RIBO license with sponsorship eligibility
- Robust organizational discipline for primarily independent workload management
- Microsoft Office 365 and Dynamics 365 experience beneficial
- Ontario College Diploma in Insurance considered an asset
Use detail-oriented policy administration, insurance licensing, and organized communication to support Erie Mutual members and Sales colleagues.