Our client has been providing customized insurance solutions to protect their clients for over 45 years. They are looking for an exceptional Personal Lines TSR to join their team.

The purpose of this role is to provide administrative and technical service support to a team of Brokers. The successful candidate will demonstrate the ability to work confidently in a fast-paced environment, and will be an effective communicator with both clients and staff.

Key Job Responsibilities

Set up and maintain client files

Process endorsements mid-term changes to policy

Process new business and renewals

Invoicing, binders and cover letters

Completing Premium Financing contracts

Prepare presentations, insurance submissions, certificates of insurance, pink liability insurance slips and check policy documents for accuracy

Insurance Company portals access various Insurance Company portals to obtain insurance policy documents

Other duties as may be assigned

Educational and Experience Requirements

Excellent computer skills, MS Excel, MS Word, MS PowerPoint

Extremely well organized & able to meet deadlines

Accurate and detail oriented

Ability to work well with team and others

RIBO license an asset but not mandatory

3 years Personal Lines TSR experience

Our Client offers competitive salaries and benefits, including; medical, dental, vision plans, life and accident insurance, pension plan, employee stock purchase plan, educational expense reimbursement, employee assistance programs, opportunity for flexible work hours, and training programs.

Interested? Let's connect!