Sales Service Representative

Northbridge Financial; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company that has been a leader in commercial insurance for over a century. This role focuses on supporting Commercial Insurance Specialists, managing client documentation, and ensuring smooth operations within the team. You will play a vital part in enhancing the customer experience by assisting with renewals and providing essential administrative support. If you're passionate about making a difference and thrive in a collaborative environment, this position is perfect for you. Become part of a team that values hard work, professionalism, and personal development while contributing to the safety and success of Canadian businesses.

Qualifications

• High school graduate with a two-year diploma or equivalent experience.
• Strong skills in customer service and teamwork are essential.

Responsibilities

• Support Commercial Insurance Specialists with renewals and client reviews.
• Maintain organized client files and assist with document preparation.

Skills

Customer Service

Time Management

Communication

Teamwork

Education

High School Diploma

Two-Year Diploma

Tools

Computer Database Management

Document Preparation Software

Job description

Pay Competitive

Employment type Full-Time

Job Description

Req#: R2655

We’re Federated Insurance. We’ve proudly been serving Canadian businesses for 100 years. We have a reputation for being one of Canada’s leading commercial insurance providers. Our employees are dedicated to focusing on our customers’ unique needs and we go above and beyond to help Canadian businesses have a safer and brighter future. We’re a company of passionate people who put people first. Do you want to join a team that believes in working hard – and having fun at work – all while making a difference? Look no further than Federated.

KEY ACCOUNTABILITIES:

1. Commercial Insurance Specialist Support:

   • Assists CIS with their responsibilities so as to effectively maximize their use of time, as required by the CIS.
   • Assists CIS with Renewal preparation and comparisons, including corresponding with UW for required information.
   • Completes Annual Client Review pre-work for CIS, managing ACR list and due dates, including preparation of ACR documentation.
   • Completes Premium Reconciliation Requests, providing premium breakouts when requested and liaises with CIS/CSA for client delivery.
   • Updates Sales Desk with Right Report submission and triages to appropriate underwriting stream.
   • Supports CIS with creating Sales Proposals and supporting materials for prospect presentations.
   • Assists in the preparation and production of all new business documents as required.
   • Risk Services support - provides CIS with Federated Loss Prevention material and services for client delivery.
   • Assists in obtaining territory results and forwarding to District Sales Manager on a weekly basis.

2. Administrative:

   • General maintenance of computer database and Sales Desk.
   • Handles all document filing, hard and soft, document preparation and Hub uploading.
   • Production of documents and reports as required.
   • Maintains client files in an orderly, organized manner.

3. Teamwork and Professionalism:

   • Prioritizes and organizes workload to maintain service standards.
   • Makes every attempt to minimize time delays in processing by following up on outstanding items.
   • Maintains exceptional working relationships with Sales, Underwriting, and other office personnel.
   • Strives for ongoing self-development through industry and related courses.
   • Remains calm and professional when dealing with difficult circumstances.
   • Willingly helps others maintain standards and trains new and existing staff as needs arise.

QUALIFICATIONS:

• High school graduate plus a two-year diploma course or an equivalent combination of education and related experience.

WORKING CONDITIONS:

• Indoors in a normal office environment with little exposure to excessive noise, dust, fumes, vibrations and temperature.
• Frequent computer use at workstation.
• Willingness to work a scheduled 7.5-hour workday.

About the company

With roots in commercial insurance that go back more than 100 years, we’re proud to provide the solutions and expertise needed to protect Canadian businesses.