Personal Lines Technical Service Representative
JOB-BORN Executive Search
Oshawa, ON, Canada
10d ago

Responsibilities :

Support the sales functions

  • Field new business enquiries and set up in Compuquote / Applied
  • Prepare new business paperwork
  • Key & upload new business in insurance portals
  • Review issued policies against applications
  • Prepare documentation and letters in relation to lead generation
  • Support the service functions

  • Review & quote renewals in Compuquote / Applied and conduct follow-up activities
  • Process endorsements on broker management system and company portals
  • Maintain and update client information
  • Attend to billing inquiries
  • Receive and take appropriate action with incoming documents
  • Prepare documentation and letters in relation to insureds accounts
  • Reception duties on a rotating basis
  • Able to take on other tasks as necessary
  • Qualifications and Experience :

  • RIBO licensed
  • experience in a similar role an asset
  • comfortable with Outlook & Word combined with some experience with Power Broker or equivalent broker management system an asset
  • experience working with company portals an asset
  • Dedicated team player with a strong work ethic
  • Very strong attention to detail
  • Strong multi-tasking, time management, written & verbal communication skills are important

    Job Posting # JOS000001187

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