Personal Lines Technical Service Representative (ON)

TEEMA Solutions Group; Oakville; On-site; CAD 45,000 - 60,000; Full time

Job summary

TEEMA Solutions Group is seeking a motivated Personal Lines Technical Service Representative (TSR) to join their in-office team in Oakville. This vital role supports sales and service brokers by handling underwriting tasks, administrative duties, and client communications, all while ensuring the highest standards of service within the insurance brokerage industry. Candidates should possess strong interpersonal skills and relevant insurance experience, with opportunities for professional growth.

Benefits

Continuing education support

Learning opportunities from industry leaders

Qualifications

• RIBO licensed and willing to obtain within 6 months.
• Minimum 1 year of personal lines insurance experience.
• CIP, CAIB and CRM designations are assets.

Responsibilities

• Assist in managing policy life cycles, including submissions and renewals.
• Process insurance-related reports and contracts.
• Administer internal standard operating procedures and underwriting guidelines.

Skills

Customer Service

Attention to Detail

Communication

Teamwork

Education

Post-secondary education

Tools

CRM systems

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

A proven track record of exceptional interpersonal interactions and customer service.

Strong work ethic and attention to detail.

A professional and pleasant telephone manner.

Strong written and oral communication skills.

Ability to organize and prioritize work effectively.

Work collaboratively as part of a team.

Dependable.

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 customer relationship management systems (CRM).

Experience with broker management systems (BMS) - Vertafore SIGxp preferred.

Proficiency with insurance company portals and vendor reporting portals.

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 endorsements and certificate of insurance (COI) requests.

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

RIBO licensed, in good standing with required continuing education (CE) hours.

Willingness to obtain RIBO license within 6 months of employment, supported by the brokerage.

Minimum 1 years of personal lines insurance experience.

CIP, CAIB and CRM designations and/or relative courses are considered an asset.

Commerciallines experience is considered an asset.

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.