Personal Lines Technical Service Representative (ON)

TEEMA Solutions Group; Oakville; On-site; CAD 40,000 - 80,000; Full time

Job summary

An award-winning insurance brokerage is looking for a motivated Personal Lines Technical Service Representative to join their dynamic team. In this full-time, in-office role, you will support sales and service brokers with underwriting tasks, manage client communications, and enhance service standards. This position offers the opportunity to work collaboratively with internal teams and external partners, ensuring accuracy and efficiency in policy management. If you have a passion for customer service and a keen eye for detail, this is the perfect chance to grow your career in a supportive environment that values your contributions.

Benefits

Continuing Education Support

Opportunity to Learn from Industry Leaders

Qualifications

• Minimum 1 year of personal lines insurance experience required.
• RIBO licensed or willingness to obtain within 6 months.

Responsibilities

• Assist in managing policy life cycles for clients.
• Process insurance-related reports and contracts efficiently.
• Collaborate with teams to achieve organizational goals.

Skills

Customer Service

Interpersonal Skills

Attention to Detail

Organizational Skills

Communication Skills

Education

Post-secondary Education

RIBO License

CIP, CAIB, CRM Designations

Tools

Customer Relationship Management (CRM)

Broker Management Systems (BMS)

MS Word

MS Excel

Job description

Ai Insurance Organization
Ai Insurance Organization is an award-winning insurance brokerage located in Oakville, Ontario. Our purpose is to meet the evolving needs of all our stakeholders (clients, teammates, insurance partners, suppliers, communities, and society as a whole) and create superior value by disrupting and creating new market segments for both industry and consumer. We are seeking a motivated and driven Personal Lines Technical Service Representative (TSR) to join our growing service team. This is a full-time, in-office role.

Job Purpose
Reporting to the Director of Operations, 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

1. A proven track record of exceptional interpersonal interactions and customer service.
2. Strong work ethic and attention to detail.
3. A professional and pleasant telephone manner.
4. Strong written and oral communication skills.
5. Ability to organize and prioritize work effectively.
6. Work collaboratively as part of a team.
7. Dependable.

Technical Skills

1. Ability to build strong relationships with clients, underwriters and internal teammates.
2. Comprehensive knowledge of personal lines insurance products, applications, coverages, and limits; relative to insurance carrier appetite.
3. Ability to identify gaps in coverages.
4. Proficiency with customer relationship management systems (CRM).
5. Experience with broker management systems (BMS) - Vertafore SIGxp preferred.
6. Proficiency with insurance company portals and vendor reporting portals.
7. Financial and accounting literacy.
8. Knowledge of MS Word, Excel.

Key Result Areas / Essential Functions Responsibilities

1. Assisting sales and service teams in managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements.
2. Processing insurance-related reports and contracts such as property valuations, driving record history, and premium financing agreements.
3. Assisting sales teams in the completion of home and auto insurance quoting.
4. Reviewing quotations, subjectivities, and policies for accuracy.
5. Administering internal standard operating procedures (SOPs) and underwriting guidelines.
6. Timely processing of endorsements and certificate of insurance (COI) requests.
7. Working effectively with team members and colleagues to accomplish team and organizational goals.
8. Taking actions that respect the needs and contributions of others.

Qualifications / Experience

1. RIBO licensed, in good standing with required continuing education (CE) hours.
2. Willingness to obtain RIBO license within 6 months of employment, supported by the brokerage.
3. Minimum 1 year of personal lines insurance experience.
4. CIP, CAIB and CRM designations and/or relative courses are considered an asset.
5. Commercial lines experience is considered an asset.
6. Post-secondary education is considered an asset.

Remuneration

Annual salary, dependent on experience.
Continuing education support and the opportunity to learn from industry leaders.

Job Type: Full-time

Flexible Language Requirement:
French not required, considered an asset.