Commercial Lines Accounts Administrator/tsr

1 week ago

Stoney Creek, Canada Tripemco Insurance Group Limited Full time

**About us**

Tripemco Insurance Group is a Canadian insurance brokerage that has been delivering trusted advice on risk management since 1983. Our solutions and custom programs span a wide variety of industries. At Tripemco Insurance Group, we’re focused on creating great relationships with our clients, partners, and the community at large.
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- We are seeking a Commercial Lines Account Administrator to join our team

The Commercial Lines Account Administrator/Technical Service Representative (TSR) is responsible for supporting the Account Managers (CSRs) and Account Executives (Producers) administrative needs such as issuing certificates of insurance and liability slips. This role requires the TSR help the team deliver seamless service to the clients to maintain Tripemco’s high standards for service excellence.

**Responsibilities**
- Assist CSR and Producers on varied tasks, by providing prompt, courteous and professional service.
- Ensure timely delivery of all client documentation to Tripemco’s insurance partners.
- Process policy documentation such as new policies, renewals, endorsements and cancellations with precision and accuracy.
- Assist the team in preparing quotations, proposals, binders, and other items as requested.
- Send “Form Renewal” letters to clients.
- Code and scan incoming cheques from clients and input payments - credit or issue pay plan through the third party provider.
- Advise clients on their options for payment and assist in entering payment information into the Policy Works system.
- Follow up on payment reminders, outstanding accounts receivables, and cancellations.
- Provide back up coverage for the team as required.

**Knowledge, Skills & Abilities**
- RIBO licenced is preferred but not required.
- Insurance experience is a definite asset, but not essential.
- 3+ years of office administration support experience preferred.
- Computer savvy and proficient with the MS Office Suite of programs, especially Outlook, Excel & Word.
- A team player with a strong work ethic and excellent oral and written communication skills.
- Experience with PowerBroker and PolicyWorks would be an asset.
- Strong attention to detail including and accuracy.
- Highly organized with the ability to prioritize/manage workload under pressure with tight deadlines.
- Change resilient, flexible worker with the ability to problem solve with confidence.

**Responsibilities**
- Professionally greet clients or guests as they enter the office and assist them with their needs.
- Process payments for clients using the point of sale system as required.
- Efficiently receive and prepare all courier packages and standard mail and distribute it to the team properly. Drop of any outgoing mail at the end of the day to a postal box.
- Process returned mail by making note in the broker management system and return the mail to the appropriate Account Manager.
- Prepare registered mail for postage as required.
- Maintain inventory of all provisions required for the office. This includes but is not limited to coffee/kitchen supplies, washroom supplies, and standard office supplies.
- Process Electronic Downloading EDI.
- Enter Claims notices into BMS and distribute as required.
- MVR & Autoplus report requests.
- Directing incoming faxes.
- Assist with printing pink slips, preparing documents, etc. for other brokers as available.

**Knowledge, Skills & Abilities**
- Strong command of the English language.
- Computer savvy and proficient with the MS Office Suite of programs, especially Outlook, Excel & Word.
- A team player with a strong work ethic and excellent oral and written communication skills.
- Experience with PowerBroker and PolicyWorks would be an asset.
- Strong attention to detail including strong organizational skills and the ability to prioritize/manage workload under pressure with tight deadlines.
- Change resilient, autonomous worker with the ability to multitask and problem solve with confidence.

Pay: From $50,000.00 per year

Ability to commute/relocate:

- Stoney Creek, ON L8G 1C1: reliably commute or plan to relocate before starting work (preferred)

**Experience**:

- Insurance Industry: 3 years (required)

Licence/Certification:

- RIBO License (required)

Work Location: In person

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