Job Description

Job Summary

We are seeking a dedicated and experienced Commercial Lines TSR to join our dynamic team.

Responsibilities:

Claims

o Report claims

o Contact Claims Department 24H after reporting a new loss to obtain and update TAM with claims information (adjuster contact, claim #, payouts, reserves etc.)

o Contact client to advise adjuster contact information

Process Changes - P&C and Automobile

o P&C - Process change in PolicyWorks and submit to insurer

o Automobile - Process change in BMS and submit to insurer

Prepare dealership/lessor/lienholder confirmation

Print liability slip to be email and mail to insured

Prepare a liability slip enclosure letter

or

auto change letter to send with the slip

Update spreadsheet for FLEET accounts

Endorsements / Downloads

o Review endorsement to ensure accuracy- if incorrect send email to u/w -if correct proceed

o Rename the document(s) in BMS

o Invoice in BMS

o Send endorsement and invoice (for agency bill) with endorsement letter outlining changes to insured

o Closed activity

o Confirm PW or BMS is accurate

o Update premiums in PW or BMS

o Update Renewals in PW or BMS

Certificates of Insurance

o Issue certificates as per request

o Attach email from client requesting COI

o Attach email to CL with COI

o Attach email to insurer for COI

o Leased/financed vehicle confirmations

Assist Broker with applications, activities, letters etc.

Follow-up on outstanding activities

Other duties

o Covert word spread sheet to excel where needed

o Assist in New Business input to PW

o Invoicing

o Payments - follow up on payment issues- processing payment

o PW maintenance

o Requesting loss runs from insurer for brokers

o MVR/A+ Report ordering

o Requesting "Consent" forms from client

o Following up on documents to be signed eg: SOV

o Any other duties as requested

Job Type: Full-time

Pay: $55,000.00-$80,000.00 per year

Benefits:

Dental care Disability insurance Extended health care On-site parking Paid time off Vision care Work from home
Experience:

Applied Epic: 1 year (preferred)
Licence/Certification:

RIBO License (required)
Work Location: Hybrid remote in Concord, ON