Operations Officer

• Degree/Level of Education: post-secondary education
• Certifications Required: No
• Years of Overall Experience: 2-4 years
• How will performance be measured: quality of work, deliverables, ability to work well with the team, team player
• Preferred/Ideal Candidate Background: good relationships with the team, team player, listens well to instructions, and follows them well, quick learner, can be taught easily,

• Typical Day-to-Day Responsibilities- taking care of mail, includes sorting and scanning the mail and uploading to the system. Mail has to be counted, will eventually teach how to process return mail and the system that they use
• How much time is being spent in meetings – morning 15 mins meeting and once a month team meeting max an hour
• Who are they interacting with (internal/external) – internal
• Will the contractor have access to any customer data? YES

• Excellent organizational and time management skills
• Ability to communicate effectively, both written and verbally.
• Exceptional attention to detail and accuracy
• Able to work independently and as part of a team, with a strong commitment to enhancing customer experience.
• Ability to adjust to shifting priorities and changes in procedures.
• Experience with working and handling high volumes of work
• Adhere to established details
• Software – Outlook and Microsoft Office

• Prior insurance experience

• As an Operations Officer, you will provide a high level of administrative support to our customers and internal partners ensuring all insurance policies received are processed accurately and are reflective of the customer’s intentions. Responsible for managing daily tasks, handling all customer requests by fax/mail and solving customer issues when required. In addition, you will be responsible for posting cheque payments, handling premium billing issues or errors, filing, processing daily reversals/rejects from PAC and Visa transactions, assisting with claim issues and completing cancellation requests.

• The ideal candidate will possess exceptional:
• Excellent organizational and time management skills
• Ability to communicate effectively, both written and verbally.
• Exceptional attention to detail and accuracy
• Able to work independently and as part of a team, with a strong commitment to enhancing customer experience.
• Ability to adhere to established deadlines, handle high volumes of work and adjust to shifting priorities and changes in procedures.
• Self-motivated and goal-oriented, with a view to constantly improving and learning
• Must possess good investigative and problem-solving skills, along with the ability to analyze a situation and make a recommendation
• Some knowledge of Client Insurance system would be an asset (CSC, Policy Admin)
• Software – Outlook and Microsoft Office would be an asset.
• Number of Years Experience 1 – 2+

• Interpersonal Skills
• Team player
• Listening Skills
• Organizational Intelligence
• Time Management
• Customer Service
• Effective Communication
• Computer skills
• Creativity & Innovation

• AI is not used to screen, assess, or select candidates.
• This role reflects an existing vacancy at the time of posting.

ProViso Consulting