Technical Service Representative - Commercial Lines

Purpose:

We are currently hiring for a Technical Service Representative - Commercial Lines (TSR-CL) for our Ostic Group brokerages. In this role, you will provide excellent back-end and processing support to the commercial lines team ensuring a high-quality, consistent experience for the brokers and clients.  You will use a first-time right-time approach to confirm that all the necessary information is obtained, validated, recorded in the system and maintained for each client file.

Key Responsibilities:

• Supporting the Commercial Lines team and Manager by handling non-client-facing policy administration functions.
• Develop comprehensive knowledge and understanding of the EPIC Broker Management System.
• Issuing Certificates of Insurance.
• Reviewing policy documents ensuring accuracy including renewals, endorsements, payment plans etc.
• Entering all assigned new business in carrier portals.
• Invoicing & preparation of finance contracts.
• Proactively follow up with clients, brokers, and insurance company partners regarding outstanding payments, missing documentation, and information required to process policy transactions.
• Supporting Account Managers with driver approvals, including obtaining and verifying Letters of Experience; obtaining and verifying Motor Vehicle Records (MVRs).
• Document organization, attachment to files, labelling.
• Data entry and preparation of applications.
• Facilitate client file or broker management clean-up projects.
• Assisting in pulling or reviewing reports.
• Provide additional support to the broker team (e.g. letters, pink slips, etc.).
• Attend CL Team meetings and functions.
• Stay informed about carrier offerings, product updates, and procedural changes to provide accurate information and support.
• Other responsibilities as assigned.

Qualifications:

• Previous experience working in an office administration role.
• Previous experience working in a brokerage supporting commercial lines brokers.
• RIBO licensed or willing to obtain it is an asset.
• Prior working experience with Applied Epic (BMS) is an asset.

Compensation and Benefits 

We believe in being transparent about compensation. Our salary ranges reflect the skills, experience, and responsibilities required for each role while providing opportunities for growth as you develop your career with us.

Candidates with extensive, directly relevant experience will typically be hired at or near the midpoint of the salary range. The upper end of the range is generally reserved for team members who consistently demonstrate exceptional performance, make a meaningful impact, and continue to grow within their role. Those who are earlier in their career or building experience may join below the midpoint, with opportunities to progress over time.

Your final salary will be based on your experience, skills, qualifications, and the value you bring to the role.

Of course, great compensation is about more than salary. We offer a competitive total rewards package that includes comprehensive health and dental benefits, employer pension matching, generous vacation time, personal days, volunteer days, and Pawreavement Leave, because we know pets are family, too.

If due to a disability you require accommodation or accessible format and communication support, please submit your request in writing and together, with your Manager and Human Resources we will work together to develop an accommodation plan.

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This posting is to fill a vacancy