Commercial Lines Tsrstoney Creek, On8/4/2022, Hamilton, Job Born

Published 2022-09-29
Expires 2022-10-29
ID #1191578482
Commercial Lines Tsrstoney Creek, On8/4/2022, Hamilton, Job Born
Canada, Ontario, Hamilton,
Published September 29, 2022

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Commercial lines tsrstoney creek, on8/4/2022

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J-30857 Commercial Lines TSR (Stoney Creek) Our Stoney Creek client is currently looking to add a Commercial Lines TSR. You will work on a team supporting the Producers and CSRs, processing endorsements, renewals, certificates of insurance, follow-up/collection of accounts receivables, and miscellaneous other work as required., Key Responsibilities:
Send Form Renewal letters to clients
Review Renewal & new business applications to make sure they meet insurance company guidelines / eg claims history
Refer renewal for claim review and to see if may qualify for lower deductibles and discounts 
Invoice renewals /new business /endorsements- these are all manual policies
Complete Endorsements to certificates
Issue renewal / endorsements / new business certificates to insured and law society 
Enter renewals endorsements new business to Bordeaux (simple excel worksheet) forward to insurance company monthly 
Invoice storage insurance monthly 
Advise insurance company of the invoice amount 
Code & scan cheques
Note invoices - cheques in Excel worksheet 
Follow up if client has not contacted you with renewal direction
Issue certificates for other lines of group policies
Advise clients on payment options take payment information 
input payments - credit or issue pay plan through 3rd party provider
Follow up payment reminders cancellations 
Process cancellations 
Description: Requirements:
Working knowledge of Power Broker
Working knowledge of MS Office - Word, Excel, and Outlook preferred 
High performance team player 
Positive outgoing attitude 
Excellent verbal written communication skills 
Strong attention to detail accuracy 
Excellent organization skills 
Ability to manage multiple tasks, and follow-up on uncompleted tasks
Current RIBO License preferred, but not required initially 
WFH options after probation
Let's connect and I'll tell you all about it.
Always on the Hunt for You !

Lexi Williams 

Recruiter for the Insurance Industry


BIG ENOUGH TO SERVE YOU …small enough to know you

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    Registered on October 7, 2017


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    Insurance is a means of protection from financial loss. It is a form of risk management primarily used to hedge against the risk of a contingent, uncertain loss. An entity which provides insurance is known as an insurer, insurance company, or insurance carrier. A person or entity who buys insurance is known as an insured or policyholder. The insurance transaction involves the insured assuming a guaranteed and known relatively small loss in the form of payment to the insurer in exchange for the insurer's promise to compensate the insured in the event of a covered loss. The loss may or may not be financial, but it must be reducible to financial terms, and must involve something in which the insured has an insurable interest established by ownership, possession, or preexisting relationship. The insured receives a contract, called the insurance policy, which details the conditions and circumstances under which the insured will be financially compensated. The amount of money charged by the insurer to the insured for the coverage set forth in the insurance policy is called the premium. If the insured experiences a loss which is potentially covered by the insurance policy, the insured submits a claim to the insurer for processing by a claims adjuster.

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