Technical Service Rep

2 weeks ago


Richmond Hill, Ontario, Canada Brokerteam Insurance Solutions Inc. Full time

Primary Responsibilities:

  • Upload New Business & Endorsements into Insurance Company's Broker Portal in a timely manner.
  • Follow up on incomplete Underwriting information with Broker(s)/Producer(s).
  • Follow up on incomplete uploads with Insurance Company's Underwriter.
  • Forward New Business Payments to Insurance Company, along with proper Broker Memo, incld. Policy#.
  • Training/Seminars mandatory as arranged by Management.
  • Processing/Inputs within Binding Authority level assigned to TSR, unless otherwise specified by Managers' discretion.
  • Review for accuracy, coverages, discounts, etc. as per broker specifications
  • Contribute to PI Team requirements and special projects.
  • Other duties to be assigned.

Personal & Organizational Development**:

  • Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Demonstrate professionalism in all internal and external communications, projecting a positive image for the company.
  • Demonstrate a positive and professional relationship with team members, clients, and professional contacts.


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