Surety Customer Service Representative; CSR

Join to apply for the Surety Customer Service Representative (CSR) role at Ai Insurance Organization Inc.

Join to apply for the Surety Customer Service Representative (CSR) role at Ai Insurance Organization Inc.

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 creative and driven

Job Description

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 creative and driven Surety Customer Service Representative (CSR) to join our growing Service team.

This is a full time, hybrid-office position with full benefits.

Job Purpose

Reporting to the Chief Operating Officer, the successful candidate will communicate effectively and regularly with producers, clients, and underwriters to process, amend and maintain Surety policies. The Surety CSR works with internal teams, insurance markets, and vendors to manage the policy lifecycle of new and existing clients; entering data and helping 'raise the bar' on service.

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.

• Ability to build strong relationships with clients, underwriters and internal teammates.
• Comprehensive knowledge of Surety 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).
• Proficiency with insurance vendor and carrier portals is also an asset.
• Financial and accounting literacy.
• Knowledge of MS Word, Excel.

• 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 and premium financing agreements.
• Being the first point of contact for customers in servicing their insurance needs.
• Assisting producers in the completion of comprehensive submissions for 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.

• RIBO licensed, in good standing with required continuing education (CE) hours.
• Minimum 2 years of surety experience.
• CIP, CAIB and CRM designations and/or relative courses are considered an asset.
• Personal lines experience is considered an asset.
• Post-secondary education is considered an asset.

• Salaried position, dependent on experience.
• Comprehensive employee health benefits and insurance plan.
• Continuing education support and the opportunity to learn from industry leaders.

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Professional development program
• Hybrid working environment

• French not required

• 7 hour shift
• Monday to Friday

• Bonus pay
• Commission pay

• Surety Insurance : 1 year (required)

• RIBO Licence (required)

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function Other
• Industries Insurance

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