Product administration technician supporting Desjardins financial products and member accounts. Providing technical analysis, operational support, and implementation assistance for products and tools.
About the role
- Portfolio Administrator managing insurance documents, claims, and policy compliance for DLL, a global asset finance company. Coordinating with customers, brokers, Credit, and Sales.
Responsibilities
- Validate insurance documents for acceptance
- Update insurance policy details
- Administer insurance policy cancellations and claims
- Ensure policy documentation meets acceptance criteria and remains consistent with credit and legal requirements
- Adhere to credit and matrix authorizations, system rules, and corporate policies
- Handle insurance inquiries, fee quotes, account status requests, and coverage inclusions/exclusions
- Process mail, email, and fax correspondence; identify applicable contracts and enter insurance information into the database
- Verify proof of insurance and update customer records
- Manage internal and external claims
- Prepare and issue insurance-related correspondence, including request and cancellation letters
- Communicate with customers, insurance brokers, agents, dealers, and vendors to resolve coverage issues
- Provide guidance on insurance requirements, policy deficiencies, and documentation needs
- Negotiate fees within established guidelines
- Monitor assigned portfolios and follow up for required documentation
- Obtain liability insurance on identified risk portfolios and administer force-placed insurance where necessary
- Manage policy renewals or placement on the company insurance program
- Liaise with Credit, Sales, and other internal stakeholders
- Meet established service levels and performance targets (KPIs/SLAs)
- Maintain accurate records
- Contribute to special projects, departmental initiatives, and claims-related activities
- Provide backup support as required
Requirements
- Customer service experience an asset
- 1-3 years of insurance and/or leasing experience an asset
- Experience in Operations function (preferably in leasing or financing industry) is an asset
- Strong attention to detail and data entry accuracy
- Ability to manage multiple priorities under tight deadlines
- Excellent planning & organizational skills
- Team-oriented with a proactive mindset in a fast-paced environment
- Thrives in an independent, goal-driven work setting
- Strong analytical and problem-solving abilities
- Effective written, verbal, and interpersonal communication skills
- Ability to handle complex customer interactions and negotiations professionally
- Adaptability and openness to change
- Ability to work in a hybrid work model: in-office twice per week and remote work
- Proficiency in MS Work & Excel (an asset)
- Bilingual (French) an asset.
- Post-secondary education (an asset)
- Successful completion of a background check
Benefits
- Two working days per year volunteering for a local charity
- Bonus plan
- Remote working from home opportunities
- Flexible hours
- Career development opportunities: online learning, member development programs, Tuition reimbursement program.
- Outstanding Medical, Dental, Vision and Paramedical benefit programs
- Employer paid defined contribution Pension plan
- Industry leading Vacation package
- Subsidized Gym membership programs
- Employee Referral program
- Open concept modern working environment
- Healthcare benefits
- Sick leave
- Parental leave
- Possible discretionary bonuses
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Degree requirement
No Education Requirement
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