Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Provides administrative and secretarial support for funding and legal files, drafts final legal documents, conducts research (credit reports, registries) and maintains file tracking and reporting. Supports the regional director and team coordination, including scheduling, event organization and updating management tools.
Responsibilities
- Perform administrative-level tasks related to managing and tracking funding requests and other duties necessary for the proper operation of the office.
- Collect, compile and enter various information required to prepare documents for files handled by professionals.
- Verify that all required documents have been provided, ensure data accuracy, send acknowledgement letters for received requests to the appropriate parties, and, when necessary, obtain missing information and documents by conducting the required research.
- Responsible for requesting information such as Equifax credit reports, civil and criminal dockets, land registry records and RDPRM entries, etc.
- Follow up on files by: communicating with companies to obtain documents necessary for appropriate file monitoring; updating computerized files with minor corrections based on reported changes or contacting the relevant parties.
- Responsible for drafting final legal documents (offer letters, surety agreements, amendment letters, etc.).
- Responsible for preparing documents required to secure collateral.
- Responsible for accurately entering bank balances prior to invoicing guarantee fees.
- Complete, as needed, various forms, analysis reports, tables, memos or other types of correspondence.
- Handle correspondence and coordinate the receipt and distribution of all documents for signature (when applicable).
- Maintain various registers and filing systems, and manage scanning or archiving.
- May be asked to manage the regional director’s calendar as required: schedule meetings, assess the importance and priority of received requests, alert the director to urgent matters, and resolve issues brought to their attention.
- Perform secretarial and administrative activities such as executing queries or computer research in SYGIC.
- Arrange travel by making required reservations.
- Support the team in organizing events, invitations, bookings and attendance confirmations for meetings or other activities.
- Responsible for updating visual management tools by extracting data and ensuring specific information is communicated to the team.
- Responsible for generating and submitting weekly and monthly reports (monitoring and operational control).
Requirements
- Hold a Secondary School Diploma (DES) plus a training program of at least 1 year, or the equivalent of a DEC in Office Technology, Legal and/or Notarial Technology and/or Financing.
- Have three (3) years of experience in secretarial work, including one (1) year in financing, notarial law secretarial work or corporate law secretarial work.
- Excellent command of spoken and written French.
- Functional knowledge of English.
- Excellent command of the Microsoft Office suite (Word, Excel, Outlook, PowerPoint).
Benefits
- Work from home up to three days per week and enjoy the office energy to create, get inspired, collaborate and have fun!
- Several flexible scheduling options to help you better balance work and personal life while respecting your job profile.
- Extend your workday over four days to receive a half-day off.
- Avoid traffic by completing your 7 working hours between 7:30 a.m. and 6:00 p.m.
- Enjoy paid time off every other Friday afternoon during the summer.
- Benefit from 2 full weeks of telework within Quebec per year.
- Multiple options are available to further your knowledge, improve professional skills or management abilities.
- Study leave, reimbursement of fees for obtaining a professional certificate, reimbursement of course materials, and more.
- We offer telemedicine services completely free of charge.
- Our TonIQ health and wellness program also offers conferences and suggested activities to support a healthy work-life balance.
- We reimburse part of the registration fees for your physical fitness program.
- Our employee and family assistance program provides free, immediate and confidential support.
- Employees are automatically enrolled in our defined-benefit pension plan, one of the most generous in our industry.
- We offer flexible group insurance plans that can be tailored to your needs (subject to eligibility).
- Several sustainable development initiatives are added to our record each year: partial reimbursement of public transit costs, free bicycle parking, and water dispensers to reduce plastic waste.
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