Technical Service Representative - Insurance

Collectivfide Insurance Brokers Inc.; Burlington; On-site; CAD 60,000 - 80,000; Full time

Job summary

A family-owned insurance brokerage in Burlington is seeking a motivated individual to assist with various administrative tasks, including inputting business data and updating claims information. The ideal candidate should have excellent customer service skills and experience with Microsoft 365. Join our supportive team and enjoy a workplace that values growth and development.

Responsibilities

• Inputting business into various company portals.
• Back up to reception.
• Updating claims information on files.
• Invoicing and following up for payments from the client.
• Issuing certificates of insurance and liability slips.
• Speaking to underwriters and getting terms of renewal.
• Contacting clients to update their files.
• Sending letters to clients requesting information.
• Working on special projects.

Skills

Positive attitude

Excellent customer service skills

Willingness to grow and learn

Excellent attention to detail

Excellent communication skills

Experience using Microsoft 365

Job description

Come work for us! Utter Morris Insurance Brokers is mid-sized brokerage in Burlington, Ontario. We are a family-owned brokerage that has been in business since 1927. We treat our employees like family. We work hard but also take time to celebrate our success.

The successful candidate may also have the opportunity to take the two-week RIBO course.

So, What Will You Spend Your Days Doing?

• Inputting business into various company portals
• Back up to reception
• Updating claims information on files
• Invoicing an following up for payments from the client
• Issuing certificates of insurance and liability slips
  
• Speaking to underwriters and getting terms of renewal
• Contacting clients to update their files
• Sending letter to clients requesting information
• Working on special projects

Key Qualifications

• Positive attitude
• Excellent customer service skills
• Willingness to grow and learn
• Excellent attention to detail and communication skills
• Experience using Microsoft 365 (Outlook, Word, Excel)

Utter Morris is committed to providing accommodations and to 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.