Sales and Service Administration Representative

Company Description

Every industry and profession have their own special characteristics, just as individuals do. At TWIS, our seasoned team of brokers and managers take those characteristics into account when designing training programs for our teams and tailored insurance solutions for our clients. We have one common goal in mind: protecting our clients’ interests and assets while supporting our front-line staff to achieve greatness. At TWIS, we strive to build trusting relationships with our clients and coworkers. We’re looking for a driven sales focused broker to join our team as a:
**Sales and Service Administration Representative**

**Job Description**:
The Sales and Service Administration Representative is responsible for providing information and administrative support to the Lifestyle Department. This involves resolving customer issues, enhancing the departments’ customer service effectiveness and providing administrative assistance to the Brokers and Managers.
- Processes daily correspondences, which include reviewing, sorting, completing and routing incoming department correspondence. Initiates communications, as required.
- Reviews and responds accordingly to customer and third-party requests. This includes, but is not limited to, contacting clients and third parties for additional information, assisting with walk-in clientele and returning messages.
- Initiates communications and follow up requirements to clients and appropriate parties to request or verify information as required. This includes following established department procedures.
- Audits and updates policy information in the broker management system to ensure accuracy of data and policies.
- Completes administrative requests, which includes assembling information and documents, sending documents to clients, preparing client or prospect letters, and/or making changes to policies.
- Responds to telephone inquiries and written requests.This includes answering general account inquiries, processing billing changes directly on the carrier’s online system, and assessing risk according to binding requirements and client payment history.
- Processes policy cancellations and reinstatements as requested by clients and underwriters.
- Completes invoicing functions and manually transacts invoicing for specific carriers.
- Manages agency bill policies for specific carriers, sending pre-bill letters and ensuring that payment is collected and that documents are issued in a timely manner.
- Provides quality service while adhering to customer service standards and keeps information confidential to protect operations.
- Performs other duties within competence, as assigned.

**Qualifications**:

- A secondary school diploma.
- RIBO license or willingness to obtain it in the future.
- A minimum of one year’s experience in an office environment.
- A minimum of one year’s experience in the insurance industry or a related field.
- Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
- Superior time management, project management and organizational skills to manage competing priorities.

Additional Information
**What we offer**:

- Competitive salary and bonus structure
- Industry-leading employer-paid group benefits that start on your first day
- Defined benefit pension plan
- 100% coverage of continuing education and licensing fees (including RIBO and AIC courses)
- Flexible work from home and hybrid options
- Opportunities for advancement
- TWIS strives to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, TWIS will endeavour to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities._

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