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Job Title: Commercial Lines Technical Insurance Service Advisor

Department: Commercial Lines Service

Reports To: Broker/Managing Director

Compensation Range: $42,000 to $48,000 per annum

Hours of Work: Monday to Friday, 9:00 am to 5 pm (35 per week)

Work Location: Stoney Creek, Ontario, Canada (On-site)

Position Type: Permanent, Full-Time, On-Site

Vacancy Status: Existing

At Annex Insurance Group, as a divisional brokerage of Duliban Insurance Brokers Ltd, with offices across multiple regions, our team is dedicated to helping clients find simple, affordable solutions for their auto, home, business, and farm insurance needs. Become a valued member of the team and work alongside dedicated, motivated individuals who are passionate about serving our clients and communities.

Primary Responsibilities

• Complete Commercial Lines billing tasks and respond to billing-related inquiries.
• Process client payments while maintaining accurate records
• Process Certificates of Insurance (COIs) accurately and within established timelines
• Process insurance transactions with accuracy, including cancellations, reinstatements, policy changes, and policy reissues.
• Updating our Policy works program and maintaining the accuracy of information for potential remarket
• Prepare abeyance and monitor insurance submissions, proposals, and endorsements with our carriers
• Answer and direct incoming client inquiries and distribute new sales opportunities to the appropriate team members
• Provide ongoing administrative support and collaborate with team members to deliver exceptional client service and support operational goals.
• With direction from the team, quote new small business on SME company portals
• Adhere to company policies and procedures, including health and safety requirements.
• Perform other duties as assigned with professionalism, accuracy, and integrity.

Required Skills & Qualifications

• Possesses proficiency in computers skills
• Works well within a team and independently, taking initiative to assist team members where needed
• Has excellent interpersonal and communication skills with strong customer service skills
• Interacts with patience, enthusiasm, dedication and professionalism
• Pays close attention to detail and multitasks with a high level of organization and accuracy
• Approaches learning and professional development with enthusiasm
• Ability to work full-time Monday through Friday

Other requirements:

• 1 to 3 year of experience in Insurance is preferred.
• Valid RIBO license in good standing or willingness to obtain.

RIBO
RIBO stands for the Registered Insurance Brokers of Ontario. RIBO regulates the licensing, professional competence, ethical conduct and insurance related financial obligations of all independent general insurance brokers in the province of Ontario. To learn more please visit https://www.ribo.com/

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage
• Health Spending Account (HSA)
• RRSP and DPSP programs
• Paid personal days
• Competitive vacation entitlement
• Paid time to volunteer in the community
• Ongoing training and professional development opportunities

Accommodation
Annex Insurance Group Inc. is committed to providing accommodations throughout the recruitment process in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of the hiring process, please let us know and we will work with you to meet your needs.

Equal Opportunity Employer
Annex Insurance Group Inc. is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs. We are committed to fostering a respectful, inclusive workplace where equal employment opportunities are available to all applicants and team members.