Commercial Lines Technical Service Rep | London ON (Hybrid)

at  Ai Insurance Organization Inc

AI INSURANCE ORGANIZATION

Ai Insurance Organization is an award-winning insurance brokerage located in Oakville, Ontario. Our purpose is to meet the evolving needs of all our stakeholders (clients, teammates, insurance partners, suppliers, communities, and society as a whole) and create superior value by disrupting and creating new market segments for both industry and consumer. We are seeking a creative and driven Commercial Lines Technical Service Representative (TSR) to join our growing service team. This is a full time, remote working role under a 9 month contract (with consideration of permanent employment at the completion of the term).

TECHNICAL SKILLS

• Ability to build strong relationships with clients, underwriters and internal teammates.
• Comprehensive knowledge of commercial insurance products, applications, coverages, and limits; relative to insurance carrier appetite.
• Ability to identify gaps in coverages.
• Proficiency with customer relationship management systems (CRM).
• Experience with broker management systems (BMS) - Vertafore SIGxp preferred.
• Proficiency with insurance vendor and carrier portals is also an asset.
• Financial and accounting literacy.
• Knowledge of MS Word, Excel.

QUALIFICATIONS / EXPERIENCE

• RIBO licensed, in good standing with required continuing education (CE) hours.
• Minimum 1 years of commercial insurance experience.
• CIP, CAIB and CRM designations and/or relative courses are considered an asset.
• Personal lines experience is considered an asset.
• Post-secondary education is considered an asset.
• Ideal candidate is located in London, ON - hybrid role

JOB PURPOSE

Reporting to the Director of Operations, the successful candidate will communicate effectively and regularly with producers, clients, and underwriters to process, amend and maintain Commercial Lines policies. The Commercial Lines TSR works with internal teams, insurance markets, and vendors to manage the policy lifecycle of new and existing clients; entering data and helping ‘raise the bar’ on service.

KEY RESULT AREAS /ESSENTIAL FUNCTIONS RESPONSIBILITIES

• Managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements.
• Processing insurance-related reports and contracts such as property valuations and premium financing agreements.
• Being the first point of contact for customers in servicing their insurance needs.
• Assisting producers in the completion of comprehensive submissions for quoting.
• Reviewing quotations, subjectivities, and policies for accuracy.
• Administering internal standard operating procedures (SOPs) and underwriting guidelines.
• Timely processing of endorsements and certificate of insurance (COI) requests.
• Working effectively with team members and colleagues to accomplish team and organizational goals.
• Taking actions that respect the needs and contributions of others.