Job Description

Position: Technical Service Representative (TSR)

Department: Personal Lines + Commercial Lines 

Shift Type: In-office / Mon - Fri / 9:00 AM - 5:00 PM

Job Type: Permanent, Full-Time

SUMMARY

As a member of the Admin Lines team, the Technical Service Representative is responsible for assisting the Personal Lines and Commercial lines departments in the day-to-day servicing of clients in an administrative capacity.  The role requires the individual to have a strong ability to work in a team environment, as well as the ability to display initiative and independent judgment in the execution of job functions.

ROLE & RESPONSIBILITIES

• Assisting Account Managers with the renewal and documentation process; preparing certificates of insurance and assembling policy documents as requested. 
• Process new business, renewals, and endorsement for the various insurance companies via their online portals.
• Prepare and process all invoices accordingly for policy document transactions.  
• Prepare first draft customer communication (hard or soft copy) for renewals, new business and endorsements for Personal Account Managers for review and distribution.
• Enter and update SIG for new, renewal and endorsements.
• Provide backup to Administrative Assistant/Reception for ordering of MVR and Autoplus reports.
• Assist Account Managers with quoting on Compu-Quote.
• Professionally providing outstanding client service at all times to both internal and external customers. 

KNOWLEDGE & SKILLS

• Adept at managing multiple deadlines and setting priorities.
• Strong command of the English language and attention to detail.
• Demonstrate great communication skills to provide information in a courteous and comprehensible fashion (oral and written).
• Knowledge of company policies and procedures.

QUALIFICATIONS

• Insurance industry or related administrative experience.
• Microsoft, Word, Excel, Outlook, SigXP, ComXP.
• Excellent verbal and written communication skills 
• A clear understanding of policy wording/coverages.
• RIBO License (an asset but not required).
• CAIB/CIP or CRM would be an asset.

At Leap we are an Equal Opportunity and Affirmative Action Employer. That means all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Leap will not tolerate any discrimination or harassment based on any of these characteristics. Leap encourages applicants of all ages.