Portfolio Services Administrator, Co-op

DLL Group • Burlington, ON

2d • CA$20 - CA$23 • Hybrid

About The Position

As a Portfolio Services – Co-Op, you can expect to work collaboratively with a team of about 3 colleagues on managing and playing a key part in the active follow-up on outstanding insurance needs for the existing portfolio with liability exposure and documentation management. As a part of this term, you will learn to exercise adherence to credit and matrix authorizations, system rules, and corporate policies to ensure the accurate completion of documentation while meeting customer expected turnaround-timing commitments.

Requirements

• 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

Nice To Haves

• Bilingual an asset (French)

Responsibilities

• Perform daily mail processing, including sorting and distributing incoming mail, scanning returned mail, logging couriers and registered mail, and 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.
• 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.

Benefits

• 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
• Competitive pay
• Generous benefits
• Health and wellbeing support
• Manage your work-life balance through our hybrid working flexibility

What This Job Offers

• Career Level: Intern
• Education Level: No Education Listed