Portfolio Administrator - Insurance

“We not only live up to the expectations of our customers for today, but also anticipate their market needs of tomorrow.”

As a Portfolio Administrator - Insurance, you can expect to work collaboratively with a team on validation for acceptance insurance documents, update the insurance policy details and managing the administration of insurance policy cancellations and claims. You will be ensuring that all policy documentation is accurately completed based on the set acceptance criteria, updated when required, consistent with credit and legal requirements.

Responsible for exercising adherence to: credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of validations and updates while meeting customer expected turnaround-timing commitments.

• Transaction Processing:
  Handle insurance-related inquiries, fee quotes, account status requests, and coverage inclusions/exclusions. Process insurance correspondence (mail, email, and fax), identify applicable contracts, review documentation, and enter all pertinent insurance information into the database.
• Documentation & Compliance:
  Verify proof of insurance, update customer records, manage internal and external claims, prepare and issue insurance-related correspondence including request and cancellation letters, and ensure compliance with insurance requirements, payment terms, and contract details.
• Customer Communication:
  Respond to insurance inquiries and resolve coverage issues by communicating with customers, insurance brokers, agents, dealers, and vendors. Provide guidance on insurance requirements, policy deficiencies, documentation needs, and negotiate fees within established guidelines while maintaining positive business relationships.
• Process Management:
  Monitor assigned portfolios to ensure insurance requirements are met, follow up with customers for required documentation, obtain liability insurance on identified risk portfolios, administer force-placed insurance where necessary, and ensure contract interests remain protected through policy renewals or placement on the company insurance program.
• Cross-Team/Department Coordination:
  Liaise with Credit, Sales, and other internal stakeholders to support insurance compliance, claims management, contract updates, and the resolution of insurance coverage issues.
• Performance & Policy Adherence:
  Meet established service levels and performance targets (KPIs/SLAs), adhere to company policies and procedures, maintain accurate records
• Additional Support:
  Contribute to special projects, departmental initiatives, claims-related activities, and provide backup support as required.

• Two working days per year volunteering for a local charity
• Bonus plan
• Remote working from home opportunities
• Flexible hours
• Career development opportunities: online learning, member development programs, Tuition reimbursement program.
• Outstanding Medical, Dental, Vision and Paramedical benefit programs
• Employer paid defined contribution Pension plan
• Industry leading Vacation package
• Subsidized Gym membership programs
• Employee Referral program
• Open concept modern working environment

“We not only live up to the expectations of our customers for today, but also anticipate their market needs of tomorrow.”

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.

• Connection – Build meaningful connections with other DLL members
• Health – Manage mental, emotional and physical health
• Finance – Provide learning opportunities to help…