Personal Lines Technical Service Representative

TEEMA Solutions Group; Vaughan; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance brokerage in York Region is seeking an enthusiastic individual to manage New Business applications in a supportive environment. The ideal candidate is willing to learn and has good communication skills. The company offers a robust benefits package, including medical and vision care, an RRSP matching program, and a vibrant workplace culture. Salary is based on experience, and applicants from all backgrounds are welcome.

Benefits

Medical Benefits

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Tuition reimbursement program

Onsite gym

Qualifications

• Willingness to learn and build a career in general insurance.
• 1 to 2 years' experience as a Personal Lines Account Manager/CSR/TSR preferred.

Responsibilities

• Verify information on New Business applications.
• Upload New Business and Endorsements to insurance carrier portals.
• Prepare and mail out client letters for New Business and Endorsements.
• Contact help lines for company portals as needed.
• Daily EDI download and post automatic invoicing.

Skills

Strong organizational skills

Verbal communication skills

Written communication skills

Excellent computer skills

Education

Enrollment in an accredited College or University insurance education program

Tools

Microsoft Office

Power Broker

Applied Rating (Compu-Quote)

Job description

Want to be part of one of the Top 10 Insurance Brokerages in Canada?Looking for a role that will help you grow and advance your career? At Oracle RMS, we are a fun, energetic, and fast-paced insurance brokerage growing with a need to fill new roles within the Oracle RMS family. Our unique culture encourages employees to enroll in higher education, webinars, and training for professional growth and qualify for more advanced positions in the company. Oracle RMS is Great Places To Work certified!

At Oracle RMS, we hold an unwavering commitment to our clients, ensuring your needs are exceeded at every turn. Our dedication goes beyond mere professionalism; it's rooted in genuine care and concern for your well-being. We strive to cultivate relationships built on trust and integrity, where your success and security are our utmost priorities. As a result, you’ll have the peace of mind knowing that we’ve got your future protected.

We are guided by the principles ofintegrity and trust, fostering aculture of carethat extends to both our clients and our team. At Oracle RMS, we believe incollaborative growth, where every employee is empowered to contribute, learn, and thrive together.

In this role you will be responsible for;

Verify information on New Business applications to ensure risk fits internal guidelines

Upload New Business and Endorsements to insurance carrier portals

Prepare and mail out client letters for New Business and Endorsements

Contacting help lines for company portals where issues arise and where premium discrepancies exist

Daily EDI download and post automatic invoicing

Qualifications

A willingness to learn and excited about the opportunity to build a career in general insurance. Training will be provided!

Enrollment in an accredited College or University insurance education program would be a benefit but not a prerequisite

1 to 2 years’ experience as a Personal Lines Account Manager/CSR/TSR is preferred, but not required.

Excellent computer skills, especially with Microsoft Office.

Strong organizational, verbal and written communication skills

Knowledge of Power Broker and Applied Rating (Compu-Quote) would be considered an asset but not a requirement

At Oracle RMS, we offer excellent a robust benefits and vacation package that covers

Medical Benefits

Vision Care

Disability Insurance

Extended Health Care

RRSP Matching Program

Oracle RMS fosters a vibrant and supportive company culture, offering a dynamic environment where employees can thrive both professionally and personally. The company hosts numerous fun events throughout the year, creating a sense of community and camaraderie among team members.

Oracle RMS also provides excellent benefits, including an RRSP matching program that helps employees plan for their financial future, an Employee Assistance Program (EAP) to support their well-being, and a tuition reimbursement program to encourage continuous learning and growth. Additionally, employees can stay active and healthy with access to an onsite gym, further enhancing the work-life balance Oracle RMS is known for.

Salary will be commensurate with experience. We thank all applicants but only those being considered will be contacted.

Oracle RMS is an equal opportunity employer, we welcome applications from qualified individuals from all backgrounds. Persons who require accommodation during the recruitment process may indicate so on their application.

Persons who require accommodation during the recruitment process may indicate such upon applying.