Technical Service Representative
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Job Summary
Job Purpose
Reporting to the Personal Lines Manager the Personal Lines Technical Service
Representative (TSR) will support sales and service brokers with underwriting tasks
administrative duties and client communications while assisting in policy lifecycle for
new and existing clients. This role involves regular collaboration with internal teams
insurance markets and vendors to quote bind amend and maintain insurance policies
ensuring accuracy and efficiency while striving to enhance service standards.
Reporting to the Personal Lines Manager the Personal Lines Technical Service
Representative (TSR) will support sales and service brokers with underwriting tasks
administrative duties and client communications while assisting in policy lifecycle for
new and existing clients. This role involves regular collaboration with internal teams
insurance markets and vendors to quote bind amend and maintain insurance policies
ensuring accuracy and efficiency while striving to enhance service standards.
Successful Behaviours
A positive attitude.
A proven track record of exceptional interpersonal interactions and customer service.
Strong work ethic and attention to detail.
A professional and pleasant telephone manner.
An Independent / self-starter.
Strong written and oral communication skills.
Ability to organize and prioritize work effectively.
Work collaboratively as part of a team.
Dependable.
Deadline driven.
Technical Skills
Ability to build strong relationships with clients underwriters and internal teammates.
A positive attitude.
A proven track record of exceptional interpersonal interactions and customer service.
Strong work ethic and attention to detail.
A professional and pleasant telephone manner.
An Independent / self-starter.
Strong written and oral communication skills.
Ability to organize and prioritize work effectively.
Work collaboratively as part of a team.
Dependable.
Deadline driven.
Technical Skills
Ability to build strong relationships with clients underwriters and internal teammates.
Comprehensive knowledge of personal lines insurance products applications
coverages and limits; relative to insurance carrier appetite.
Ability to identify gaps in coverages.
Proficiency with Applied Rating Services quoting system.
Experience with broker management systems (BMS) - Vertafore SIG preferred.
Proficiency with insurance company portals for policy uploads.
Financial and accounting literacy.
Knowledge of MS Word Excel.
Key Result Areas /Essential Functions Responsibilities
Assisting sales and service teams in managing policy life cycles for new and existing
clients including new business submissions renewals re-marketing and
endorsements.
Processing insurance-related reports and contracts such as property valuations
driving record history and premium financing agreements.
Assisting sales teams in the completion of home and auto insurance quoting.
Reviewing quotations subjectivities and policies for accuracy.
Administering internal standard operating procedures (SOPs) and underwriting
guidelines.
Timely processing of uploads to insurance company portals: new business
endorsements and cancellations.
Working effectively with team members and colleagues to accomplish team and
organizational goals.
Taking actions that respect the needs and contributions of others.
Qualifications / Experience
Minimum 5 years of personal lines insurance experience.
CIP CAIB and CRM designations and/or relative courses are considered an asset.
Commercial lines experience is considered an asset.
Post-secondary education is considered an asset.
Experience:
Personal Lines Insurance: 5 years
Personal Lines insurance company portals (Aviva Intact Jevco Travelers Gore
Wawanesa Pembridge PAFCO Echelon Kent & Essex Max)
coverages and limits; relative to insurance carrier appetite.
Ability to identify gaps in coverages.
Proficiency with Applied Rating Services quoting system.
Experience with broker management systems (BMS) - Vertafore SIG preferred.
Proficiency with insurance company portals for policy uploads.
Financial and accounting literacy.
Knowledge of MS Word Excel.
Key Result Areas /Essential Functions Responsibilities
Assisting sales and service teams in managing policy life cycles for new and existing
clients including new business submissions renewals re-marketing and
endorsements.
Processing insurance-related reports and contracts such as property valuations
driving record history and premium financing agreements.
Assisting sales teams in the completion of home and auto insurance quoting.
Reviewing quotations subjectivities and policies for accuracy.
Administering internal standard operating procedures (SOPs) and underwriting
guidelines.
Timely processing of uploads to insurance company portals: new business
endorsements and cancellations.
Working effectively with team members and colleagues to accomplish team and
organizational goals.
Taking actions that respect the needs and contributions of others.
Qualifications / Experience
Minimum 5 years of personal lines insurance experience.
CIP CAIB and CRM designations and/or relative courses are considered an asset.
Commercial lines experience is considered an asset.
Post-secondary education is considered an asset.
Experience:
Personal Lines Insurance: 5 years
Personal Lines insurance company portals (Aviva Intact Jevco Travelers Gore
Wawanesa Pembridge PAFCO Echelon Kent & Essex Max)
Key Skills
- Bidding
- Apprentice
- Bricklayer
- Airport
- Jni
- Airlines
