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 motivated and driven Personal Lines Technical Service Representative (TSR) to join our growing service team. This is a full-time, in-office role.

Job Purpose

Reporting to the Director of Operations, the Personal Lines Technical Service Representative (TSR) will support sales and service brokers with underwriting tasks, administrative duties, and client communications while assisting in policy lifecycle for new and existing clients. This role involves regular collaboration with internal teams, insurance markets, and vendors to quote, bind, amend, and maintain insurance policies, ensuring accuracy and efficiency while striving to enhance service standards.

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.
• Comprehensive knowledge of personal lines insurance products, applications, coverages, and limits; relative to insurance carrier appetite.
• Ability to identify gaps in coverages.
• Proficiency with customer relationship management systems (CRM).
• Experience with broker management systems (BMS) - Vertafore SIGxp preferred.
• Proficiency with insurance company portals and vendor reporting portals.
• Financial and accounting literacy.
• Knowledge of MS Word, Excel.

Key Result Areas /Essential Functions Responsibilities

• Assisting sales and service teams in 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, driving record history, and premium financing agreements.
• Assisting sales teams in the completion of home and auto insurance quoting.
• Reviewing quotations, subjectivities, and policies for accuracy.
• 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.
• Willingness to obtain RIBO license within 6 months of employment, supported by the brokerage.
• Minimum 1 years of personal lines insurance experience.
• CIP, CAIB and CRM designations and/or relative courses are considered an asset.
• Commercial lines experience is considered an asset.
• Post-secondary education is considered an asset.

Remuneration

• Annual salary, dependent on experience.
• Continuing education support and the opportunity to learn from industry leaders.

Job Type: Full-time

Flexible Language Requirement:

• French not required, considered an asset.

Schedule:

• 7 hour shift
• Monday to Friday

Experience

• Personal Lines Insurance: 1 year

License/Certification:

• RIBO license (asset)

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