Surety Customer Service Representative (CSR)

Surety Customer Service Representative (CSR)

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

Surety Customer Service Representative (CSR)

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.
  
  

Technical Skills

• 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.
  
  

Key Result Areas /Essential Functions Responsibilities

• 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.
  
  

Qualifications / Experience

• 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.
  
  

Remuneration

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

The Ai Insurance Organization Inc. is committed to providing accommodations and achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs.

Job Type: Full-time

Salary: $50,000.00-$60,000.00 per year

Benefits

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

Flexible Language Requirement

• French not required
  
  

Schedule

• 7 hour shift
• Monday to Friday
  
  

Supplemental Pay Types

• Bonus pay
• Commission pay
  
  

Experience

• Surety Insurance : 1 year (required)
  
  

License/Certification

• RIBO Licence (required)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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