Commercial Lines TSR
5 days ago
Commercial Lines TSR (Technical Service Representative)
Location: Burlington, ON
About Morison Insurance
At Morison Insurance, our team shapes who we are and the excellent service we provide our customers. We are a values-based company, which means all our decisions and day-to-day operations are based on our 5 core values: Go Beyond, Evolve, Own It, Our Promise, Unified.
Morison Insurance is a family-owned and operated business. Over the past 30 years, our company has grown from one office with 3 employees in downtown Hamilton, to 100 employees in 7 offices across Southern Ontario.
Morison Insurance is currently seeking a Commercial Lines TSR (Technical Service Representative) to join our team of insurance professionals on our Commercial Lines team
What Will Our TSRs Do?
They will support our Service Teams by completing the following tasks:
- Processing insurance policy changes on various company portals
- Checking new business/policy changes/cancellations for accuracy
- Work from a queue, completing activities in our Broker management system
- Processing renewals and invoices for both downloaded & non-download policies
- Follow-up on Expiry Reports with company on pending renewals
- Split Accounts/Move Policies within our broker management system
- Inactivate Client Accounts, complete MVR procedure
- Handling ‘mail' activities within Epic as entered by reception
- Month End Reports; review and correct as required
Values We Live By
- Go Beyond - Be exceptional, shine brightly
- Evolve - Think outside the box
- Own It - Empowered to deliver
- Our Promise - Do the right thing
- Unified - Together as one
What We Offer
- Growing insurance brokerage with access to many markets
- Competitive salary
- RRSP Matching Plan
- Group Benefits Plan (health, dental, vision)
- Employee Assistance Program
- 4-weeks of vacation
- Continuing education
- Modern offices and technology that supports teamwork, skills development and collaboration
- Paid personal days and extra days off at Christmas
- Monday to Friday work schedule – 8:30am to 4:30pm
- Our offices close early on Fridays of long weekends from May to October
- Full commission on employee home and auto policies
How We Help You Succeed
Your success matters greatly to us. We provide:
- Training and Support - Whether it is mentorship, growth opportunities, or on-the-job training, we are here for you. You will be supported daily by a team of underwriters.
- Career Growth - What professional goals have you set for yourself? We care about your career, and we can help you get there.
- Continuing Education - We invest in you. That's why Morison Insurance provides paid continuing education opportunities to help you grow professionally. Perhaps you want to expand your knowledge or obtain your CIP?
Qualifications
- Solid understanding of various insurance companies and their underwriting rules
- Strong organizational skills
- Ability to work in a busy, fast-paced environment
- Quick learner
- Willing to obtain RIBO License
Additional Assets
- (2) years Personal Lines insurance education and/or experience
- Experience using Applied Epic
- Experience using Compu-Quote and various insurance company portals
- Additional industry designations, such as RIBO, CAIB, or CIP
Accommodations
Morison Insurance prides itself on being an equal opportunity employer. Disability-related accommodations are available on request during any/all stages of the application process. Please advise the interviewer during the recruitment and selection process if you have any special requirements. For more information regarding disability-related accommodation, please email accessibility@morisoninsurance.ca
We thank all applicants for their interest in this position; however, only candidates selected for an interview will be contacted.
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