Processing and Portal Entry Specialist (Personal Insurance Industry)

About the Position

Processing and Portal Entry Specialist 

Job Title: Processing and Portal Entry Specialist 

Location: WFH (Work-From-Home) – This is a fully remote position 

Job Type: Full-time 

Overview: 

Are you a detail-driven professional with a knack for organization and accuracy?

Join our dynamic team as a Processing and Portal Entry Specialist, where your skills will shine in a pivotal role. You’ll take charge of uploading and managing vital new business, endorsement, and cancellation information within insurance company systems. Your contributions will play a key role in ensuring client and policy data remain precise, up-to-date, and compliant with industry standards. If you're looking for a meaningful opportunity to make an impact in the insurance industry, we’d love to hear from you! 

Key Responsibilities: 

• Accurately upload new business, endorsement, and cancellation information into insurance carrier portals and systems. 
• Verify the completeness and accuracy of submitted data before entry. 
• Correct discrepancies or errors identified during audits or reviews. 
• Liaise with brokers, underwriters, and insurers to resolve discrepancies or obtain missing information. 
• Provide updates to internal teams on the status of submissions and processing. 

About Cheep Insurance 

Our Mission: 

We believe insurance should be simple, convenient, and accessible to everyone. We help find personal insurance & payment plans that work for everyone – even if you don’t have the best driving record, credit, or payment history. 

Our Core Values:

Our company culture is very important to us – we’re looking for team members who align with our core values: 

• People First – We believe in teamwork, empowerment, empathy, & open communication. 
• Innovation & Simplicity – We work smarter, not harder. 
• Professionalism – We take pride in our work, act with integrity, and lead with accountability. 
• Good Vibes Only! – We bring fun and positive energy to the world of insurance. 
• Growth-Focused – We take initiative to #GSD (if you know, you know) and make our vision a reality. 

?Highlights of Working at Cheep Insurance: 

• Work from home full time to maximize work-life balance 
• Opportunities for growth and development 
• Positive work culture and relationships, including a formal employee recognition and appreciation platform 
• Simplified workflows to make life as easy as possible for our team (in the insurance broker world, this can be hard to come by!) 
• Our fun team culture and fast-paced environment make the work day enjoyable! 

Working at the Southampton Financial Group of Companies: 

Cheep Insurance is a proud member of the Southampton Financial Group of Companies. Our aim is to create a workforce that is diverse, promotes positivity, and demonstrates the values of equality, fairness, and respect in everything we do. We are dedicated to an anti discrimination approach and provide equal opportunity for employment regardless of gender, race, ethnicity, national origin, age, sexual orientation or identity, education, or disability. We respect and value diverse life experiences and cultures and ensure that all voices are valued and heard. Southampton Financial Inc. is committed to fostering an inclusive and diverse workplace. We encourage applications from all qualified individuals, including those with disabilities, and will provide accommodations throughout the recruitment process. 

Apply Now! 

Interested: Send your resume and cover letter to careers@cheepinsurance.ca to apply. 

We thank all applicants for their interest; however, only those selected to be interviewed will be contacted. 

Compensation: 

Salary to be determined by education, experience and qualifications. 

Qualifications

Qualifications and Skills: 

• Experience in the insurance industry would be an asset, preferably with a brokerage. 
• Proficiency with insurance company portals and systems (e.g., Intact, Aviva, Travelers, etc.) or the ability to quickly adapt to and master new technologies. 
• Strong attention to detail and a high degree of accuracy in data entry. 
• Excellent organizational and time-management skills to handle multiple tasks and meet deadlines. 
• Ability to work independently and as part of a team. 
• Knowledge of Canadian insurance products, processes, and regulations would be an asset.  

Education: 

• High school diploma or equivalent required. 
• Post-secondary education in business, insurance, or a related field would be an asset, but is not required. 

About the Company

Cheep Insurance
PO Box 160, Dartmouth Main
Dartmouth, Nova Scotia B2Y 3Y3

Company Contact

Amy Bates
amy@cheepinsurance.ca
Preferred Contact: Email

Documents to be Forwarded

• Resume
• Cover letter
• Transcripts