Commercial Insurance Customer Service Representative

**Job description**

**Ai Insurance Organization**
Ai Insurance Organization is an award-winning insurance brokerage located in Oakville, Ontario. Our purpose is to meet the evolving needs of all our stakeholders (clients, teammates, insurance partners, suppliers, communities, and society as a whole) and create superior value by disrupting and creating new market segments for both industry and consumer. We are seeking a creative and driven **Commercial Insurance Customer Service Representative (CSR)**to join our growing Service team. This is a full time, remote position with full benefits.

**Job Purpose**

**Successful Behaviours**
- A positive attitude.
- A proven track record of exceptional interpersonal interactions and customer service.
- Strong work ethic and attention to detail.
- A professional and pleasant telephone manner.
- An Independent / self-starter.
- Strong written and oral communication skills.
- Ability to organize and prioritize work effectively.
- Work collaboratively as part of a team.
- Dependable.
- Deadline driven.

**Technical skills**
- Ability to build strong relationships with clients, underwriters and internal teammates.
- Ability to identify gaps in coverages.
- Proficiency with customer relationship management systems (CRM).
- Experience with broker management systems (BMS).
- Proficiency with insurance vendor and carrier portals is also an asset.
- Financial and accounting literacy.
- Knowledge of MS Word, Excel.

**Key Result Areas /Essential Functions Responsibilities**
- Managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements.
- Processing insurance-related reports and contracts such as property valuations and premium financing agreements.
- Being the first point of contact for customers in servicing their insurance needs.
- Assisting producers in the completion of comprehensive submissions for quoting.
- Administering internal standard operating procedures (SOPs) and underwriting guidelines.
- Timely processing of endorsements and certificate of insurance (COI) requests.
- Working effectively with team members and colleagues to accomplish team and organizational goals.
- Taking actions that respect the needs and contributions of others.

**Qualifications / Experience**
- RIBO licensed, in good standing with required continuing education (CE) hours.
- Minimum 1 years of Commercial Insurance experience.
- CIP, CAIB and CRM designations and/or relative courses are considered an asset.
- Personal lines experience is considered an asset.
- Post-secondary education is considered an asset.

**Remuneration**
- Salaried position, dependent on experience.
- Comprehensive employee health benefits and insurance plan.
- Continuing education support and the opportunity to learn from industry leaders.

The Ai Insurance Organization Inc. is committed to providing accommodations and achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs.

**Salary**: $50,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Professional development program
- Remote working environment

Flexible Language Requirement:

- French not required

Schedule:

- 7 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay
- Commission pay

**Experience**:

- Commercial Insurance : 1 year (required)

Licence/Certification:

- RIBO Licence (required)