Surety Customer Service Representative (CSR)

Job Description

<h3>Job Description</h3><p>Job Description<p><p><strong>Job description</strong></p><p><strong>Ai Insurance Organization</strong><br />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 <strong>Surety Customer Service Representative (CSR) </strong>to join our growing Service team. This is a full time, hybrid-office position with full benefits.</p><p><strong>Job Purpose</strong><br />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 <strong>Surety CSR</strong> works with internal teams, insurance markets, and vendors to manage the policy lifecycle of new and existing clients; entering data and helping &#39;raise the bar&#39; on service.</p><p><strong>Successful Behaviours</strong></p><ul><li><p>A positive attitude.</p></li><li><p>A proven track record of exceptional interpersonal interactions and customer service.</p></li><li><p>Strong work ethic and attention to detail.</p></li><li><p>A professional and pleasant telephone manner.</p></li><li><p>An Independent / self-starter.</p></li><li><p>Strong written and oral communication skills.</p></li><li><p>Ability to organize and prioritize work effectively.</p></li><li><p>Work collaboratively as part of a team.</p></li><li><p>Dependable.</p></li><li><p>Deadline driven.</p></li></ul><p><strong>Technical skills</strong></p><ul><li><p>Ability to build strong relationships with clients, underwriters and internal teammates.</p></li><li><p>Comprehensive knowledge of Surety products, applications, coverages, and limits; relative to insurance carrier appetite.</p></li><li><p>Ability to identify gaps in coverages.</p></li><li><p>Proficiency with customer relationship management systems (CRM).</p></li><li><p>Experience with broker management systems (BMS).</p></li><li><p>Proficiency with insurance vendor and carrier portals is also an asset.</p></li><li><p>Financial and accounting literacy.</p></li><li><p>Knowledge of MS Word, Excel.</p></li></ul><p><strong>Key Result Areas /Essential Functions Responsibilities</strong></p><ul><li><p>Managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements.</p></li><li><p>Processing insurance-related reports and contracts such as property valuations and premium financing agreements.</p></li><li><p>Being the first point of contact for customers in servicing their insurance needs.</p></li><li><p>Assisting producers in the completion of comprehensive submissions for quoting.</p></li><li><p>Reviewing quotations, subjectivities, and policies for accuracy.</p></li><li><p>Administering internal standard operating procedures (SOPs) and underwriting guidelines.</p></li><li><p>Timely processing of endorsements and certificate of insurance (COI) requests.</p></li><li><p>Working effectively with team members and colleagues to accomplish team and organizational goals.</p></li><li><p>Taking actions that respect the needs and contributions of others.</p></li></ul><p><strong>Qualifications / Experience</strong></p><ul><li><p>RIBO licensed, in good standing with required continuing education (CE) hours.</p></li><li><p>Minimum 2 years of surety experience.</p></li><li><p>CIP, CAIB and CRM designations and/or relative courses are considered an asset.</p></li><li><p>Personal lines experience is considered an asset.</p></li><li><p>Post-secondary education is considered an asset.</p></li></ul><p><strong>Remuneration</strong></p><ul><li><p>Salaried position, dependent on experience.</p></li><li><p>Comprehensive employee health benefits and insurance plan.</p></li><li><p>Continuing education support and the opportunity to learn from industry leaders.</p></li></ul><p>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.</p><p></p><p>Job Type: Full-time</p><p>Salary: $50,000.00-$60,000.00 per year</p><p>Benefits:</p><ul><li><p>Dental care</p></li><li><p>Disability insurance</p></li><li><p>Employee assistance program</p></li><li><p>Extended health care</p></li><li><p>Life insurance</p></li><li><p>Professional development program</p></li><li><p>Hybrid working environment</p></li></ul><p>Flexible Language Requirement:</p><ul><li><p>French not required</p></li></ul><p>Schedule:</p><ul><li><p>7 hour shift</p></li><li><p>Monday to Friday</p></li></ul><p>Supplemental pay types:</p><ul><li><p>Bonus pay</p></li><li><p>Commission pay</p></li></ul><p>Experience:</p><ul><li><p>Surety Insurance : 1 year (required)</p></li></ul><p><span >License/Certification:</span></p><ul><li><p>RIBO Licence (required)</p></li></ul><p></p></p></p>