Technical Service Representative

Collectivfide Insurance Brokers Inc.•Brockville, ON

4d•Onsite

About The Position

Come join a great brokerage based in Brockville Ontario as a Technical Service Respresentative to help support a great team. The TSR will provide excellence in back-end support and processing to the brokers to ensure a high-quality, consistent experience for the broker and the client. You will ensure a first-time right-time approach to ensure all the necessary information is obtained, validated, and recorded in the system and maintained for each risk you touch.

Requirements

RIBO licensed or willing to obtain it is an asset.
Previous experience working in a brokerage in personal lines is an asset.
Prior working experience with the BMS is an asset.

Responsibilities

Collaborate with insurance carrier carriers to process and submit change requests ensuring all documentation is complete and systems are updated with all required information.
Review applications, renewals, and endorsements, validating minimum coverage requirements being that second set of eyes on the policy.
Assist with pre-renewal preparation, preparing letters, certificates, issuing pink slips, etc.
Proactively follow up with clients, brokers, and carriers to address missing information or documentation.
Process client payments and broker payment requests promptly and accurately including sending payment reminder notifications to clients and address any follow-up inquiries.
Complete invoicing for non-downloaded policies, including trouble shooting any discrepancies.
Remove MVR information from cancelled auto files as per Ministry of Transportation Ontario (MTO) requirements, ensuring compliance with regulatory standards.
Provide additional support to the broker team (e.g. letters pink slips, etc.)
Provide back up reception support to cover off absences, vacations, peak periods, etc.
Stay informed about carrier offerings, product updates, and procedural changes to provide accurate information and support.