Team Lead, Personal Insurance Administration
Job Description & How to Apply Below
Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.
Position Summary As a Team Lead in Personal Insurance Administration, you’ll provide hands‑on administrative support, contribute to training and onboarding, and assist with maintaining quality and workflow consistency. The team lead will: play a key role in supporting daily operations and helping the team deliver consistent, accurate, and high‑quality administrative service. be the go‑to resource for workflow and process questions, assist with task delegation, support training and onboarding, and help keep communication flowing between leadership and the team.
provide audit, reconciliation and reporting support assist in the identification of improvement opportunities and/or areas operational efficiencies If you enjoy helping others succeed, supporting leadership, organizing operational workflows, and contributing to a positive and efficient team environment, this is an excellent next step in your insurance administration career.
Key Activities Team Support & Development Serve as the first point of contact for day‑to‑day administrative inquiries. Help create a positive, collaborative, and supportive team environment by modeling professionalism and quality work. Support the delegation of routine tasks based on workload and priorities as directed by the Supervisor/Manager. Provide departmental training and guidance through technical expertise or coordination with subject matter experts.
Coach and support new and experienced staff members to strengthen skills and workflow understanding Reinforce corporate vision, departmental objectives and establish processes with teams members.
Operational & Technical Support Collaborate with Supervisors, Managers, Administrators and other internal stakeholders to support smooth administrative operations. Assist in communicating workflow updates, procedural changes, and priorities between leadership and the team. Troubleshoot routine processing issues and elevate complex matters when appropriate Provide additional hands‑on support to maintain service levels Policy updating and processing in EPIC Preparing and submitting refund requests as required.
Monitoring and supporting for shared team inboxes Quality and Workflow Support:
Contribute to the organization and efficiency of the team Stay current on system updates, procedural changes and new training material Assist with internal reporting and basic operational tracking, including outstanding items and month‑end contributions Assist batchers with monitoring and maintaining ICBC inventory and backend materials Participate in administrative projects, system enhancements and testing as assigned. Escalate workflow issues, system challenges, or policy clarification needs to leadership.
Additional Responsibilities Support special projects as needed Month end reporting and reconciliation Auditing activities as assigned Other duties and responsibilities as assigned by Manager or Supervisor
Qualifications Minimum 1–2 years administrative experience in insurance or related office operations. Level 1 General Insurance License is an asset Strong computer proficiency (Outlook, Word, Excel, PowerPoint, EPIC). Excellent communication skills (written and verbal) Knowledge, Skills & Abilities Strong…
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