Technical Services Representative-wmb Specialty

4 days ago

Burnaby, Canada WMB Human Resources Full time

We are currently seeking a Technical Services Representative to join our Commercial Lines team in our Vancouver Specialty office. This role provides essential administrative and technical support to the Commercial Department predominantly focused in our Mining and Public Companies practice.

Wilson M. Beck Insurance Services Inc. is one of the largest privately held focused brokerages in Western Canada. WMB has dedicated teams focused exclusively on property and liability insurance, surety, warranty, and risk management services. Since 1981 we have grown to employ over 300 people in 12 geographic locations: Vancouver Specialty, Toronto Specialty, Burnaby, Surrey, Fraser Valley, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Calgary, Hanna, and Global Risks internationally.

When you join the Wilson M. Beck family you collaborate with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise - **_We Care. We Help_**_._**

**What You Will Do**:

- You will assist Account Managers in preparing renewal summaries and following up on claims prior to renewals.
- You will remind Account Teams of past due account receivables.
- You will attach documentation and maintain accurate records in EPIC.
- You will work closely with the account team to ensure timely handling of requests.
- You will support online service through CSR24.
- You will issue finance contracts and access online portals to obtain quotes.
- You will review and check policies and endorsements for accuracy.
- You will respond to client inquiries and account questions in the absence of the Account Manager or Account Executive.
- You will issue urgent certificate requests and process urgent insurance documentation.
- You will perform other duties and responsibilities as assigned.

**Who You Are**:

- You must have a positive team focused attitude.
- You must have strong customer service skills and a positive attitude.
- Commercial insurance experience is preferred.
- Level 1 insurance broker license required, Level 2 License preferred (working towards CAIB, CIP, FCIP, or CRM is beneficial).

**Compensation**

- Company Benefits program

**What We Offer**:

- Competitive salary and benefits programs
- Professional development training/courses
- A great collaborative work environment
- On-site gym
- Significant upward career progression opportunities
- Hybrid in office / at home working (following probationary period)

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