We are currently focusing on TSRs who will eventually become more to a CSR role.  The typical situation would be young and driven that don’t have room to move in their current company.  They should have 1-2 years of experience and be comfortable on portals.

TSR – TECHNICAL SERVICE REPRESENTATIVE

This is a progressive position with a wonderful opportunity to grow and advance your insurance career within our brokerage.

Primary responsibilities include:

• Provide exceptional customer service and an excellent experience at every interaction
• Support the sales and service functions (uploading policies on insurance company portals, providing quotations to customers and brokers etc.)
• Process renewals and endorsements on company portals
• Set up pre-authorized payments and send payment reminders when necessary
• Document claims information on files
• Issue Temporary Liability Cards and Insurance Certificates for customers
• Know, understand and be ready to learn some of our current insurance companies’ portals including: Intact, Aviva, RSA, Economical, Travelers, Chieftain, Echelon, Perth, Jevco among others.
• Office administration and reception. Some administrative tasks include: eDocs download, reconciliations, mailing, manage supplies etc.
• Able to take on other tasks as necessary

Requirements:

• RIBO license
• 1 or 2 years of experience in a similar role
• Skilled in Microsoft Office (Outlook, Word, Excel)
• Dedicated team player with a strong work ethic and desire to accomplish great things
• Very strong attention to detail
• Strong multi-tasking and time management skills
• Excellent organizational, interpersonal, written, and oral communication skills