Personal Lines Tsr

1 week ago

North York, Canada Ideal Solutions Insurance Brokers Inc. Full time

Ideal is an established insurance brokerage seeking an experienced Technical Service Representative (TSR) to join the our Personal Insurance team. This important team member will be a valuable personal insurance resource to all members of the Ideal team, helping our Account Managers and Producers to efficiently and effectively service their clients.

The right team member will bring strong communication skills, a keen attention to detail, and a “how can I help” attitude. Ideal’s success comes from its people and the cohesiveness with which we all work together toward the same goal of providing superior insurance services to our clients with honesty and integrity.

**Responsibilities for **Technical Service Representative (TSR) - Personal Insurance:

  • Review new business and policy change requests for accuracy, completeness, and insurer eligibility.
  • Refer to and follow up with underwriting as necessary.
  • Advise brokers of gaps in coverage or opportunities to broaden coverage.
  • Assist brokers with questions regarding insurer rules, ratings, eligibility, endorsements, etc.
  • Assist brokers by quoting policy changes on company portals as requested.
  • Review broker-initiated policy change quotes and submit to companies.
  • Assist brokers by updating client billing information and making payments on company portals.
  • Maintain professional relationships with underwriters and insurers.

**Must have for Technical Service Representative (TSR) - Personal Insurance**

  • Experience with a variety of insurance company portals
  • Experience with The Agency Manager (TAM)
  • Experience with Applied Rating Services (Compu-Quote)
  • Two years personal lines experience in a brokerage environment with multiple insurance markets

**Nice to have, but not necessary, for Personal Insurance Account Manager**

  • CIP, CAIB or CRM
  • RIBO license
  • Insurer or other related industry experience

Ideal Solutions Insurance Brokers provides a wide variety of insurance products and services including personal and commercial property, high value homeowners, liability, auto, and through Ideal Solutions Financial Services, life, travel, individual health & dental, and group health & dental insurance. We have close relationships with a broad array of insurance providers both in the standard and specialty markets.

**Ideal offers a competitive salary with**

  • Flexible hours and work arrangements including work from home and hybrid options
  • Health and dental benefits
  • Employee Assistance Program
  • RRSP Matching Program
  • Free onsite parking
  • Public transit at our doorstep

**Salary**: $40,000.00-$50,000.00 per year

**Benefits**

  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Flexible schedule
  • Life insurance
  • On-site parking
  • Paid time off
  • RRSP match
  • Tuition reimbursement
  • Vision care
  • Work from home

Flexible Language Requirement

  • French not required

Schedule

  • 8 hour shift

COVID-19 considerations

Option to work from the office, from home, or in hybrid.

**Experience**

  • insurance brokerage: 2 years (required)

**Language**

  • English (required)

Work Location: Hybrid remote in North York, ON

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