Commercial Lines Customer Service Representative

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Petrela, Winter & Associates (‘PWA’), a Navacord Company are bond and construction insurance brokers specializing exclusively in the construction industry. As a result, we have a distinct and important value proposition, one that most insurance brokers fail to deliver. 

PWA is hiring a Commercial Customer Service Representative for our up-town central Toronto office.

If you are a positive, results-driven and responsible individual who is a meticulous, engaged  person that takes ownership over their role, we invite you to apply to join our team.

RESPONSIBILITIES:

·    Generate automobile pink slips for renewals and endorsements

·    Review policy documents for accuracy prior to the delivery to the client

·    Prepare proposals for prospects in collaboration with account manager

·    Manage account documentation (i.e., routine inquires, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.)

·    Input claims, and new clients into Agency manager, and follow up on same.

·    Sound knowledge of excel to create premium comparison and other spreadsheets

·    Creating policy binders to send out to clients

·    Check policy documents against binders issued

·    Assist with processing of mail and endorsements for the team

·    Prepare renewal requests to the clients 60-90 days in advance

·    Other duties as assigned

 

REQUIREMENTS:

·    Minimum 5 years insurance experience and at least 2 years in Commercial Lines.

·    Personal Lines Insurance background useful but not required

·    R.I.B.O license is required

·    Live within 45 minute commute of office location (Bayview and Eglinton)

·    Good interpersonal skills, presentation skills and attention to detail

·    Ability to be a self starter with strong written and oral communication skills as well as organizational skills

·    Advanced skills in Outlook, Excel, Word, Powerpoint, and TAM