Surety Customer Service Representative (CSR)

TEEMA Solutions Group; Oakville; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Oakville, Ontario is seeking a Surety Customer Service Representative. The role involves managing policy life cycles and ensuring excellent service. Candidates should have at least 2 years of Surety experience and a RIBO License. This is a full-time hybrid position offering a competitive salary and comprehensive benefits package.

Benefits

Comprehensive health benefits

Flexible working environment

Professional development program

Qualifications

• RIBO licensed, in good standing with required continuing education (CE) hours.
• Minimum 2 years of Surety experience.
• CIP, CAIB, and CRM designations are considered an asset.

Responsibilities

• Manage policy life cycles for new and existing clients.
• Process insurance-related reports and contracts.
• Serve as the first point of contact for customers.

Skills

Customer service

Attention to detail

Communication skills

Relationship building

Education

RIBO License

Post-secondary education

Tools

Customer Relationship Management (CRM)

Broker Management Systems (BMS)

Microsoft Word

Microsoft Excel

Job description

Overview

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 creative and driven Surety Customer Service Representative (CSR) to join our growing Service team. This is a full time, hybrid-office position with full benefits.

Job Purpose

Reporting to the Chief Operating Officer, the successful candidate will communicate effectively and regularly with producers, clients, and underwriters to process, amend and maintain Surety policies. The Surety CSR works with internal teams, insurance markets, and vendors to manage the policy lifecycle of new and existing clients; entering data and helping "raise the bar" on service.

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.
• Comprehensive knowledge of Surety 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).
• Proficiency with insurance vendor and carrier portals is also an asset.
• Financial and accounting literacy.
• Knowledge of MS Word, Excel.

Key Result Areas / Essential Functions Responsibilities

• 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 and premium financing agreements.
• Being the first point of contact for customers in servicing their insurance needs.
• Assisting producers in the completion of comprehensive submissions for 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.
• Minimum 2 years of surety experience.
• CIP, CAIB and CRM designations and / or relative courses are considered an asset.
• Personal lines experience is considered an asset.
• Post-secondary education is considered an asset.

Remuneration

Salaried position, dependent on experience.

Comprehensive employee health benefits and insurance plan.

Continuing education support and the opportunity to learn from industry leaders.

The Ai Insurance Organization Inc. is committed to providing accommodations and achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs.

Job Type : Full-time

Salary : $50,000.00-$60,000.00 per year

Benefits : Dental care

Disability insurance

Employee assistance program

Extended health care

Life insurance

Professional development program

Hybrid working environment

Flexible Language Requirement :

French not required

Schedule : 7 hour shift

Monday to Friday

Supplemental pay types :

Bonus pay

Commission pay

Experience :

Surety Insurance : 1 year (required)

License / Certification :

RIBO Licence (required)