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:
Work Location: Hybrid remote in Concord, ON
