Customer Service

Technical Service Representative

Full Time

Job Summary:

This position will support a dynamic team of Account Executives and their associates in servicing a very active commercial insurance book of business. The successful candidate must be highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core objective is to maintain a high level of professionalism while exceeding expectations at each client interaction.

By joining our client’s team, you will become part of a rapidly, still-growing company that offers extensive training and frontline knowledge of the overall insurance industry. Further, they offer a competitive, salary-based, compensation package including group health and retirement benefits, with future advancement opportunities within our organization.

Essential Job Functions

  •   Prepare and issue Certificates of Insurance including Liability, Automobile Leasing, Owned Contractor’s Equipment, Mortgagee and Tenant Certificates
  •   Work efficiently with Microsoft Excel and Word documents in order to perform the following tasks:enter client account data by inputting alphabetic and numeric information o Format client documents, including letters, manage account receivables and issue automobile liability slips.
  •   Manage abeyances for Account Executives and other team members
  •   Invoice and process policy endorsements and policy renewals
  •   Perform other related duties and projects, as required
  •   Administrative duties such as: relief duties at reception desk, maintain and update the commercial lines filing system, sort and distribute incoming mail, photocopying, printing, binding and scanning of documents

Qualifications & Experience

 1 year of insurance industry and/or general office experience
 Working toward post-secondary insurance or business-related diploma/degree

An Asset:

  •   RIBO licence
  •   CIP and/or CAIB designation
  •   Familiarity with The Agency Manager (TAM) and/or Compuquote
  •   Working knowledge of commercial insurance products, particularly in the construction industrySkill Sets Required
  •   Effective verbal and written communication skills
  •   Excellent organizational and time management abilities
  •   Self-motivation with ability to problem-solve with limited supervision
  •   Flexibility to work in a fast-paced and dynamic environment with changing priorities
  •   Ability to work independently and as a team member
  •   Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
  •   Accurate data entry skillsPersonal Attributes
  •   Maintain strict confidentiality
  •   Demonstrate a strong work ethic
  •   Be honest and trustworthy
  •   Be respectful of clients, co-workers and Management