Document Clerk

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Join our growing team where everyone belongs!

Position Details

What You Will Do 

• Open and prepare mail in batches for scanning.  
• Scan the prepared batches to appropriate queues. Verify each image for clarity.  Rescan the batch if found unacceptable
• Store the documents in the corresponding boxes for onward shipment to off-site storage
• Keep a record of the batches scanned and the movement of the boxes on excel spreadsheet in DMD folder
• Ensure indexing procedures are followed accurately and quickly while monitoring progress against workload.  
• Take immediate action to keep on track with workload processing.  
• Advise supervisor and/or users as soon as there are challenges which potentially could jeopardize achievement of standards.
• Determine the type of scanned document  and Index with the right category and sub category
• During high volume days prioritize the type of documents to be indexed before the others.
• Verify each document for good quality before indexing
• Contact the concerned Adjuster for setting up new claims and/or claimants if required.
• Collect Claims Cheques from Corporate Accounting
• Print claim files as required by the adjusters
• Distribute Mail within the buildings
• Retrieve original documents as and when required by the adjusters
• Reception duties, office services duties and other tasks as assigned

 
Who You Are 

• Post-secondary education in business administration, document management or related. 
• Excellent organizational and coordination skills to establish and monitor compliance with document management policies and processes
• Effective use of Microsoft Office suite coupled with strong data entry skills 
• Ability to be pro-active in process improvement
• Must be self-motivated, and able to work independently and in a team environment
   

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.

As an organization we are focused on safety, which includes the safety and well-being of our Associates. Therefore, you must be and remain fully vaccinated as a condition of employment.