Irwin, Sargent & Lowes Limited (ISL Insurance) is a full service insurance brokerage that has been serving families and businesses for over 70 years within the Peterborough and Kawartha communities.

We are currently looking for an enthusiastic individual to fill the following position:

Administrative/Processing – Full Time

This is a full time Monday to Friday position. We offer a competitive salary, group benefits and a pension plan.

The Processing/Administrative Support position is responsible for assisting the Personal Lines Brokers with policy renewals, cancellations and reinstatements related to personal lines business by reviewing policies, processing client letters and billing premiums. Further, responsibilities include greeting, welcoming and directing visitors/clients in person or on the telephone in a friendly, professional and efficient manner.

Duties Include:

   Processing:

• Review policy renewals by comparing them to the prior year term identifying potential omissions and/or discrepancies.
• Calculate and record policy increases or decreases.
• Refer the renewal to the broker for review if the renewal meets one of the criteria outlined in the referral document maintained by the Personal Lines Manager.
• Notify the broker if a renewal has not arrived within a reasonable time prior to the renewal date.
• Prepare client letters for renewals and cancellations.
• Prepare client invoices for any agency billed policies.
• Activate the automatic download process for automatic policy billing. Identify download errors and manually assign to the correct account.
• Manually bill all cancellations.
• Manually bill renewals and policy changes for carriers that do not offer automatic policy billing. This includes but is not limited to Hagerty, Nordique and Premier Marine. 
• Review policy changes for accuracy.
• Review for accuracy polices that have been reinstated and process the billing if required.
• Assist the Office/Finance Manager with the correction of policy differences, commission differences and unbilled premiums.

   Administrative:

• Greet and assist all visitors/clients entering the organization.
• Answer all incoming calls and handle caller inquires whenever possible.
• Redirect calls as appropriate and take adequate messages when required.
• Maintain and balance a cash float.
• Receive and process client payments (cash, cheque, post dated cheque, debit machine, electronic fund transfer) and prepare the daily deposit.
• Enter post dated cheques for client payment plans.
• Process and print insurance company direct bill cheques.
• Attach electronic faxes and emails to client accounts prior to forwarding them to the appropriate individual.
• Receive, open, date stamp and distribute incoming and outgoing mail and courier.
• Scan incoming mail and courier to client accounts as required.
• Assign unassigned eDocs to client accounts.
• Order office supplies.
• Unlock and lock the vault daily; secure post dated cheques, cash float and bank deposit.
• Unlock and lock the front entrance daily.
• Maintain an organized and tidy reception area.
• Act as a backup for the other Receptionist/Administration as necessary.

Education and Experience:

• High School Diploma.
• Post Secondary Education preferred.
• Computer knowledge in MS Office products such as Word, Excel, Outlook.
• Computer knowledge in SigXP preferred
• 2+ years’ experience as a receptionist preferred.

Anticipated start date is March 2025

Please apply in confidence with a cover letter and resume to Samm Robinson, Office/Finance Manager – samm.robinson@islinsurance.ca.

While we thank all applicants, only those selected for an interview will be contacted.