Jr. Customer Service Representative

1 month ago


Markham, Canada Ledoux, Lew & Patterson Insurance Brokers Limited Full time

WHO WE ARE:
We are an Insurance Brokerage that has been proudly providing the GTA with solutions to their insurance needs, for almost 50 years. Should you require auto insurance, home insurance, tenant’s insurance or coverage for your rental property, condominium, your business or a financial product; we would be pleased to offer you a free quote. Our office is staffed with multi-lingual insurance professionals to better serve your needs. We would love the opportunity to show you just why we have been “insuring peace” of mind.since 1969.

ROLE AND RESPONSIBILITIES

To support the sales staff in their dealings with clients.
- Policy Documentation_
- Review of incoming documentation for accuracy
- Renewal review for accuracy, coverages, discounts, etc. as per broker specifications
- Forwarding of inaccurate or remarketable items to Accounts Manager.
- Broker Support/Back Line_
- New Client/Policy setup in PowerBroker
- Applications
- Application Prep includes report retrieval.
- Review for completion
- Submission to underwriting.
- Liability Card Prep_
- Certificate/Binder Prep_
- Any letters as required._
- Forwarding documentation to appropriate personnel/companies and recording of same_
- Accounts Receivable_
- Monitor outstanding accounts.
- Work with producer to resolve issues.
- Offer alternatives, i.e. First Insurance Funding quotes
- Ensure credits are issued as required, etc.

QUALIFICATIONS AND EDUCATION REQUIREMENTS
- Minimum Education requirements - High School Diploma
- Proficient in Microsoft Office
- Proficient in PowerBroker (preferred)
- Proficient in Insurance Company Portals (preferred)
- Good command of English language
- Strict attention to detail
- Time efficiency a must

Do you think you have the skillset to join our growing team?

Pay: $17.00-$18.00 per hour

Expected hours: 40 per week

Additional pay:

- Bonus pay

**Benefits**:

- Casual dress
- Company events
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Wellness program

Flexible language requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Customer service: 1 year (preferred)

Work Location: Hybrid remote in Markham, ON L3R 9Z3



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