Job Description

Personal Lines - Technical Service Representative (TSR)

Full-time, flexible work program

If you're someone who thrives behind the scenes while making a meaningful impact --this could be the ideal opportunity to build your insurance career at McLean & Dickey. We're looking for a

Personal Lines Technical Service Representative

to support our growing team with precision, accountability, and a positive team-first approach.

This is a foundational role within our Personal Lines department and a great fit for someone who's ready to contribute meaningfully, learn continuously, and become an integral part of a fast-paced, client-focused team. Whether you're already working in insurance support or transitioning from another administrative field, we'll provide the tools, mentoring, and structure you need to thrive.

The Opportunity

As a TSR, you'll be the behind-the-scenes force that keeps things running smoothly for our Personal Lines brokers and clients. This entry-level position offers real responsibility from day one and provides an excellent foundation for building your insurance career. Your primary focus is supporting the Personal Lines service team with timely documentation, follow-ups, data entry, and coordination of files and communications.

Key Responsibilities

Ensure Policy Precision:

Review policy documents for accuracy and rating while processing renewals with meticulous attention to detail and adherence to underwriting guidelines.

Maintain Account Accuracy:

Maintain precise client records in our Broker Management System, following established workflows with attention to detail.

Support Team Success:

Proactively support CSRs, completing daily functions, and stepping in during peak times and vacations to maintain service standards.

Coordinate External Relationships:

Communicate effectively with insurers, claims adjusters, and other third-party partners to resolve inquiries efficiently.

Provide Front-Line Support:

Offer backup coverage to reception, ensuring clients always receive a welcoming and professional first impression.

Protect Information Integrity:

Handle confidential client data with absolute integrity while maintaining organized, accessible file systems that support seamless operations.

Contribute to Team Growth:

Participate in training sessions, share knowledge with teammates, and bring fresh perspectives to process improvements.

What You Bring to the Role

We're looking for someone with a strong sense of personal responsibility, a keen eye for detail, and the ability to stay organized and efficient even when things get busy.

Qualifications:

Completion of Grade 12 education (post-secondary an asset) Strong attention to detail with excellent organizational abilities Clear written and verbal communication skills that build rapport Professional demeanor with a dedication to delivering exceptional client service Demonstrated proficiency with Office 365 and the digital competency to excel in our technology-driven environment Team-first mindset with a genuine desire to help others succeed Discretion with confidential information and commitment to professional standards.

What Makes You a Great Fit

You'll succeed in this role if you:

Take Initiative Without Being Asked

- You see what needs to be done and make it happen

Stay composed under pressure

- When deadlines pile up, you remain focused and prioritize thoughtfully

Connect authentically

- You naturally understand what people need and communicate with genuine care

Take pride in the details

- You find satisfaction in accuracy and know that small things make a big difference

Embrace Change

- You see new processes and challenges as chances to grow and improve

Share knowledge freely

- You enjoy helping teammates learn and grow alongside you

Why Join McLean & Dickey?

We've been independently owned and client-focused since 1922, but we've never stopped evolving. At McLean & Dickey, you'll find a work culture that values clarity, accountability, and teamwork. We offer meaningful work, long-term growth potential, and the flexibility to build a career that fits your life.

We offer:

Work-Life Integration:

Flexible 35-hour work week built around core hours

Comprehensive Benefits

: Competitive compensation, extended health coverage, and defined contribution pension plan

Professional Development

: Tuition reimbursement for related education and RIBO licensing fees covered

Career Advancement

: Opportunities for advancement in a thriving organization that values internal promotion

Supportive Culture

: In-house HR and IT departments, and collaborative team environment

Community Impact

: Volunteer hours reimbursement and local community involvement

Practical Perks

: Free parking, annual performance reviews, and many additional benefits

Our Commitment to Inclusion

McLean & Dickey Ltd. provides a workplace that respects individual differences, ensuring every team member has the opportunity to be heard and contribute meaningfully. We welcome applications from people of all backgrounds and abilities. Accommodations are available upon request for candidates participating in all aspects of the selection process.

Ready to bring your organizational talents to a company that values initiative, collaboration, and genuine human connection? Apply today and discover how your career can flourish in our lakeside community away from the big city hustle.

Job Types: Full-time, Permanent

Pay: $38,000.00-$43,000.00 per year

Benefits:

Company events Company pension Dental care Extended health care Life insurance On-site parking Vision care
Work Location: In person

Application deadline: 2025-07-31