Full-Time Personal Lines TSR
Job Description
Entry Level Position – Personal Lines TSR
This position involves working with and assisting a team of Account Executives in servicing a very active personal insurance book of business. It includes all aspects of the insurance business, such as marketing new and renewal business, data gathering and entering, processing and billing. The successful candidate must be highly motivated, have a positive can-do attitude and the ability to work in a fast-paced environment. They will become part of a team whose core objective is to service clients’ needs and exceed their expectations.
They offer a competitive compensation package including benefits, with future advancement opportunities within the company. Choose a career with this Client and take the first step toward creating a future that combines a diverse and challenging work environment with financial security and satisfaction. By joining the team, you will become part of rapidly growing company that offers extensive training and significant opportunity for growth in knowledge.
Essential Job Functions
Administrative duties such as:
maintain and update electronic client files and ensure proper documentation
sort and distribute incoming mail
photocopying, printing, binding and scanning of documents
Assist in the processing of new policies, renewals, invoices with accompanying client letters
Gather underwriting information, such as ordering MVR’s, Autoplus, Hits and Ezitv
Work efficiently with Microsoft Excel and Word documents in order to do the following:
Enter client account data by inputting alphabetic and numeric information
Format client documents, including letters
Data entry and invoicing transactions into company database (TAM)
Provide reception relief on assigned days/times
Perform other related duties and special projects, as required
Qualifications
Preferred:
1 year of experience in a similar role within an Insurance Brokerage
An Asset:
RIBO Licence
Familiarity with The Agency Manager (TAM) and/or Compuquote
Working knowledge of personal lines insurance
Skill Sets Required
Technically proficient in Microsoft Office programs: Outlook, Word, Excel and PowerPoint
Accurate data entry skills
Effective verbal and written communication skills
Excellent organizational and time management abilities
Self-motivation with ability to problem-solve with limited supervision
Flexibility to work in a fast-paced and dynamic environment with changing priorities
Ability to work independently and as a team member
Personal Attributes
Maintain strict confidentiality
Demonstrate a strong work ethic
Be honest and trustworthy
Be respectful of clients, co-workers and Management
Highly motivated, have a positive can-do attitude
How to Apply
To apply, please contact by email: Rachel Hoevenaars, B.Com, CIP, CRM VP Underwriting & Risk Management My Insurance Recruiter (416) 844-3261 rachel@myinsurancerecruiter.ca JOB Ref #JOS000000218494 total views, 1 today
