Senior TSR/ADMIN

at  WB White Insurance

Here at W.B. White Insurance, our trusted team of insurance recruiters are continually looking for enthusiastic insurance talent to join our team of professionals. We offer a number of unique insurance careers for the ideal candidate and always look forward to welcoming new members to our team. We’ve helped provide the ideal home for long-term careers in the insurance industry and we’re always up-to-date with the latest insurance jobs.
Here are several reasons to consider insurance jobs with W.B. White Insurance:

PROVEN BRAND

Whether you’re looking for a short-term contract position or long-term employment, W.B. White Insurance can provide you with a position at a proven industry brand. Our brand has been in business since 1929, and in that time we’ve acquired some of the top insurance industry leaders within in Canada. Joining our team is the ideal choice whether you’re just beginning a career in the field or you’re an experienced hard worker ready to take on a new challenge.

WE ARE HIRING!

We are excited to announce that we are hiring for the position of Senior Personal Lines TSR.
As the Personal Lines Senior TSR, your core responsibilities are to lead and mentor the administration department, maintain data integrity, and ensure accurate processing of policy documentation. We provide full benefits, generous compensation, flex hours and hybrid working options. If you are looking for a role where you can display your insurance knowledge and mentorship, please forward your resume to Christina Riegert at criegert@wbwhite.com
Department: Personal and Commercial Lines
Reporting to: Vice-President Personal Lines

SUMMARY OBJECTIVE

As the Personal Lines Senior TSR, your core responsibilities are to lead and mentor the administration department, maintain data integrity and ensure accurate processing of policy documentation.

SKILLS AND ATTRIBUTES

• Proficiency in Outlook, Word, Epic, Applied Rating Services
• Strong organizational, analytical and communication skills, with the ability to work under pressure
• Accuracy and attention to detail
• Teamwork skills. Active listening, give full attention to what other people are saying, taking the time to understand the points being made, asking questions for clarity.
• Time management; managing one’s own time through setting priorities and expectations.
• Able to work independently, make decisions and act on them
• Operate with a high level of integrity

PHYSICAL REQUIREMENTS

• Strong cognitive skills with ability to interpret data
• Communicate at all levels
• Sitting for long periods of time
• Continuous keyboarding
• Vision requirement; looking at computer screens for 90% of the day
• Excellent reading comprehension

EDUCATION & EXPERIENCE

• RIBO License – Preferred but not required
• 2 + Years of Personal Lines Insurance brokerage experience (preferred)
• 2 + Years of insurance experience working on company portals
• Previous Commercial TSR Experience preferred but not required

• Superior understanding of the Broker Management System (EPIC)
• Demonstrate leadership and be a “go to person”
• Highly involved with the training and mentoring of staff
• Be assertive, take initiative and be available to step in and help out, whether asked to or not
• Expected to have a strong understanding and knowledgeable on various personal lines company portals, coverage options and underwriting guidelines.
• Stay current with ongoing changes in underwriting guidelines and products from our insurance carriers
• Identify any coverage on policy documents that may have been omitted or removed in error and have the policy corrected
• Work directly with company underwriters to seek, underwriting authorization, or policy corrections as needed
• A high level of understanding when it comes to invoicing policies in the Broker Management System
• Willingness to provide suggestions on workflow inefficiencies and contribute to the ongoing development
• Work with TSR’s and junior support staff to assist with training, underwriting development, and adherence to office standards
• Lead and Direct Office Service staff (reception, mail, telephones, vacation cover)
• Provide backup to Office Services staff in instances of emergencies and vacations
• Work with management to monitor obtain and distribute supplies such as business cards, paper, letterhead