Full-Time Commercial Account TSR
Job Description
Over the last 87 years, our client has gained valuable experience and a thorough understanding of their clients’ needs. This knowledge enables the staff to provide full risk management for both corporate and personal clients.
Through their excellent relationships with many carriers, they are able to provide comprehensive business, personal and financial insurance packages at a reasonable cost, continually offering innovative solutions for specific insurance needs.
Our client, prides themselves on excellent customer service. Through ongoing educational and training courses, they continue to enhance their knowledge and improve customer service.
Position Summary & Objective:
· The Commercial Lines Account TSR will be responsible for the mid-term changes to the accounts as well as the preparation and issuance of Certificates of insurance and Liability slips. The role requires the Account Administrator to assist the Account Manager in with the delivery of seamless service to the clients.
Essential Functions:
Preparation of Documents
Update underwriting information on TAM in a timely and efficient manner
Prepare pre-renewal client material
Arrange insurance binders & liability certificates
Issue certificates of insurance
Prepare customer invoices, billing material and all other corresponding documentation, as required
Organize premium financing quotes & contracts
Mid – Term changes
Issue requests to insurers for policy changes & endorsements
Order, check & issue endorsements
Respond to client inquiries & requests in a timely and efficient manner, providing unrivaled customer service
Maintain and update underwriting information on a consistent basis, ensuring all information is accurate
Additional Duties:
Back-up coverage at Reception
Develop relationships and correspond with commercial insurance underwriters
Actively participate in continued learning programs or training
Perform other specific duties or functions, as required
Attend company functions
Assist with receivables
Education
– Post Secondary Degree, preferred
License & Certification
– RIBO License required, CAIB, CIP, & CRM
Industry Experience
– Minimum one year of industry experience
Computer Skills
– Proficiency in TAM, advanced MS Office & Excel skills
Other Technical Skills
– Working experience of Compuquote, & Company Portals is a definite asset
How to Apply
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