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Job Description / Duties

We are looking for someone young and eager who wants to get their foot in the door of the insurance industry. We are specifically looking for someone who is quick, efficient, and well-versed in data entry.

Please note that we are not looking for licensed individuals, former team leads, or those with prior broker experience.

This is a remote position, Monday to Friday during standard business hours, and requires a reliable home workspace with consistent availability throughout your shift.

You’ll also take the lead on exciting initiatives like our Cheep Apartment Protection Program (CAPP) and contribute to streamlining processes that help the entire team work more efficiently.

If you enjoy variety, love collaborating with others, and want to make a real impact in a supportive, tech-forward environment, we’d love to hear from you!

Key Accountabilities:

1. Accurately upload new business, endorsement, and cancellation information into insurer portals and internal systems, meeting compliance standards and turnaround time targets.
2. Review and action daily reports and pending download bins, identifying and resolving discrepancies to ensure accuracy and timely follow-through.
3. Communicate professionally and effectively with insurer underwriting and technical support teams to resolve issues and improve workflows.
4. Actively contribute to team meetings, one-on-ones, and overall team performance goals, including sharing feedback on process efficiencies.
5. Support team training initiatives by assisting with onboarding, virtual training, and job shadowing sessions.
6. Maintain up-to-date knowledge of insurer binding authorities, submission procedures, and rating/underwriting changes.
7. Understand and correctly apply payment and financing methods (direct bill, agency bill, premium financing) in accordance with established procedures.
8. Review and process new policies, endorsements, cancellations, and reinstatements, while identifying opportunities to streamline processes and reduce errors.
9. Manage billing-related and legal policy documents, ensuring accurate records, timely client notices, and continuous improvement in document handling practices.
10. Manage shared inboxes and internal workflows, triaging requests efficiently and suggesting process improvements to enhance turnaround times and service quality.

Qualifications / Required Skills

Qualifications and Competencies:

• Post-secondary education and/or equivalent on the job experience would be an asset
• Strong attention to detail and a high degree of accuracy in data entry
• Proficient with computer applications and quick to learn new systems
• Organized and able to manage time across competing priorities
• Comfortable working independently and as part of a collaborative team
• Strong verbal and written communication skills
• Experience in the insurance industry or with insurer portals is a strong asset
• Eager to learn and take on increasing responsibility over time

Additional Information

WORKING AT CHEEP INSURANCE

At Cheep Insurance, we believe diverse perspectives fuel innovation and progress. We welcome and encourage applications from individuals of all ethnicities, genders, ages, and abilities, including those from equity-seeking groups that have been historically underrepresented in finance, insurance, and business.

Accessibility accommodations are available upon request for candidates taking part in all aspects of the selection process. If you have suggestions for how we can improve our hiring processes to make them more accessible and inclusive, please contact us at inquiries@shfi.ca.

Contact Information

Stephanie Parrish, Service Manager - stephanie@cheepinsurance.ca

Employer Profile

Cheep Insurance isn’t your typical insurance brokerage. As Atlantic Canada’s first fully digital insurance broker, we’ve been shaking things up in the industry since 2016! Our mission is to make insurance simple, convenient, and accessible to everyone. We specialize in personal insurance solutions with an emphasis on specialty segments and are committed to ensuring that all individuals can secure the insurance they need.

Cheep is the brokerage of choice for many Atlantic Canadians and joining the Southampton Group of Companies has opened the door to meeting the needs of Canadians in Ontario & Alberta as well. The journey of expanding our reach across Canada means we are also growing our fantastic team of professionals!