Technical Service Representative

3 weeks ago

Burlington, Canada Morison Insurance Brokers Inc. Full time

**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 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_

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