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Senior Document Clerk

Date: Jun 19, 2022

Location: Mississauga, ON, CA, L4W 0A5

Company: CAA Club Group

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

Get ready to drive your career forward. Life at Echelon is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing professional development – and we regularly recognize their achievements and outstanding results.

We are caring. We are leaders. We are innovators. We are collaborative.

We work hard and play hard. We're about doing what's right and feeling good about it.

Position Details

What You Will Do

  • Open and prepare mail in batches for scanning. 

  • Call or e mail external and internal customers to obtain details of Mail/faxes

  • Administer Indexing queues to optimize imaging time

  • Assist Document Clerks to assess a document and determine the department where it needs to be scanned

  • Make decisions to overcome undue delay in day to day imaging process

  • Sort and prepare Policy Worked Mail and New Business 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

  • Keep a record of the batches scanned and the movement of the boxes on excel spreadsheet

  • Determine the type of scanned document and Index with the right category and sub category

  • Verify each document for good quality before indexing

  • Contact the Adjuster for setting up new claims and or claimants if required.

  • Retrieve original documents as and when required by the adjuster

Who You Are 

  • Post-secondary education in business administration, document management or related. 

  • A minimum of 3years of previous experience with filing systems and document management.

  • 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

  • Good knowledge of Guidewire or other Insurance Policy/Claims systems 

  • 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 the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Echelon Insurance 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.