Technical Service Rep - Richmond Hill, Canada - Brokerteam Insurance Solutions Inc.

Brokerteam Insurance Solutions Inc.
Brokerteam Insurance Solutions Inc.
Verified Company
Richmond Hill, Canada

2 days ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter


Description

Primary Responsibilities:


  • Upload New Business & Endorsements into Insurance Company's Broker Portal in a timely manner.
  • Follow up on incomplete Underwriting information with Broker(s)/Producer(s).
  • Follow up on incomplete uploads with Insurance Company's Underwriter.
  • Forward New Business Payments to Insurance Company, along with proper Broker Memo, incld. Policy#.
  • Training/Seminars mandatory as arranged by Management.
  • Processing/Inputs within Binding Authority level assigned to TSR, unless otherwise specified by Managers' discretion.
  • Review for accuracy, coverages, discounts, etc. as per broker specifications
  • Contribute to PI Team requirements and special projects.
  • Other duties to be assigned.

Personal & Organizational Development**:


  • Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Demonstrate professionalism in all internal and external communications, projecting a positive image for the company.
  • Demonstrate a positive and professional relationship with team members, clients, and professional contacts.

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