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27 Aug 2020

Full-Time Personal Lines Technical Service Rep – Woodbridge

Insurance Career Network – Posted by Monica Anywhere

Job Description

Our client is a second generation, family owned and operated Canadian insurance brokerage, founded in 1966. It was built on a strong foundation of integrity, professional expertise and personal service.

To the benefit of their clients, they offer the unique combination of expert advice, strong customer focus, uncompromising personal service, core family values and the power of partnering with Canadian and international insurers that are industry leaders. Family Values. Expert Advice.

Job Overview:

This position involves working with and assisting a team of Advisors 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.  You will become part of a team whose core objective is to service clients’ needs and exceed their expectations.

Our client offers a competitive compensation package including benefits, with future advancement opportunities within the company.  Choose a career with with our 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 our client’s team, you will become part of a rapidly growing company that offers extensive training and growth opportunities.

Essential Job Functions

  • Process of new business, policy changes, cancellations and re-instatements on company portals
  • 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
  • Manage abeyances and renewal follow-ups for Advisors and other team members prior to renewal
  • Work efficiently with Microsoft Excel and Word documents in order to do the following:
    • confirmation of insurance forms for dealers
    • market comparisons
    • enter client account data by inputting alphabetic and numeric information
    • format client documents, including letters, company memos, literature and marketing information
  • Follow-up on Account Receivables
  • Administrative duties such as:
  • data entry and invoicing transactions into company database (TAM)
  • maintain and update electronic client files and ensure proper documentation
  • issue liability slips
  • sort and distribute incoming mail
  • photocopying, printing, preparing and binding of documents
  • reception relief on assigned days/times
  • Perform other related duties and special projects, as required


  • Preferred: 1 year of experience in a similar role within an Insurance Brokerage
  • RIBO Licence, must be obtained within 3 months of continuous employment
  • An Asset:
  • Familiarity with The Agency Manager (TAM) and/or Compuquote
  • Skill Sets Required
  • 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
  • Technically proficient in Microsoft Office programs:  Outlook, Word, Excel and PowerPoint
  • Accurate data entry skills
  • 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

Insurance Career Network is a recruitment firm focused exclusively on the insurance industry.  Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role. Since 1991, we have been building and nurturing relationships and with over 13,000 registered candidates, we can tap into our highly technical experience for our clients.  Our recruiters come directly from insurance related positions and bring a wealth of knowledge to each recruitment assignment. TO APPLY:  Register and submit your resume to  or call Monica  for more information 416 703-5120 ext 201

Job Categories: Administration. Job Types: Full-Time.

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