Portfolio Services Administrator, Co-op

Job Description  As a Portfolio Services – Co-Op, you will work collaboratively with a team of about 3 colleagues on managing and following up on outstanding insurance needs for the existing portfolio with liability exposure and documentation management. You will learn to adhere to credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer turnaround timing commitments.
Day to day  Monday to Thursday, In Office
Perform daily mail processing, including:
Sorting and distributing incoming mail
Scanning returned mail
Logging couriers and registered mail
Logging and tracking incoming cheques

Complete data entry and updates related to contracts and customer records with a high degree of accuracy.
Support system transformation and testing activities, including user testing, validation, and feedback during system changes or upgrades.
Participate in departmental and cross functional initiatives, supporting process improvements and operational projects.
Manage and maintain physical and electronic documentation, including relabeling files and organizing files/folders for virtual storage.
Assist with mail and letter campaigns, including preparation, tracking, and follow up as required.
Insurance related tasks including:
Proactively conduct outbound follow-ups via phone or email on contracts with outstanding insurance to obtain proper documentation
Quote and enroll customers in the force-placed insurance program when required
Audit and verify proof of insurance, update customer records in the system
Assist in managing insurance policy cancellations and related follow-ups
Respond to insurance inquiries and resolve issues through negotiation, problem-solving, and customer-focused solutions
Prepare and distribute various insurance-related letters/communications
Friday, Remote
Complete data entry and updates related to contracts and customer records with a high degree of accuracy.
Support system transformation and testing activities, including user testing, validation, and feedback.
Manage and maintain digital/electronic documentation, including relabeling files and organizing files/folders for virtual storage.
Insurance related tasks including:
Proactively conduct outbound follow-ups via phone or email on contracts with outstanding insurance to obtain proper documentation
Quote and enroll customers in the force-placed insurance program when required
Audit and verify proof of insurance, update customer records in the system
Assist in managing insurance policy cancellations and related follow-ups
Respond to insurance inquiries and resolve issues through negotiation, problem-solving, and customer-focused solutions
Essentials   MUST be enrolled in a recognized undergraduate co-op
Solid technical skills including Microsoft Office applications (Word, Excel, Outlook)
Positive, proactive attitude
Strong organizational skills, ability to prioritize and multitask
Excellent verbal and written communication skills
Detail oriented
Ability to work from home remotely/independently, in a virtual team environment and in-person/in-office:
Weeks 1-2 of the term:
In-office requirement daily for the initial two weeks to complete essential in-office task training
Weeks 3 until end of term: A hybrid schedule will apply, consisting of 3 days in-office and 2 days from home each week

Please note:

For co-op, HR or other DLL events, an additional in-office day per week may be required
Bilingual an asset (French)
What You Will Gain   Participation in the Learning and Development Program while you complete your placement
Access to e-learning and skill development courses
Regional and global networking opportunities with members
Exposure to a global vendor finance company with Great Place to Work certifications in 16 countries
Choose wellbeing  DLL’s wellbeing ambition is to educate, equip and empower members to build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their lives.
Settling In  At DLL, we are many things. We are team members, family members, and community members. We are members of…