Personal Lines Technical Assistant (Insurance)

Toronto, ON

Employment Type: Direct Hire Industry: Administrative/Office Support Job Number: 65239
Personal Lines Technical Assistant (Insurance)
Location: Toronto
Type: Permanent
Salary: $38,000-$40,000

Our client, in the insurance sector, is looking for a Personal Lines Technical Assistant to join their team! In this entry level position, you will provide support to the personal lines team.  You will be responsible for reviewing all documents received for accuracy, preparing correspondence and updating information to ensure efficient client service.  The ideal candidate must have experience with personal lines of insurance and broker manager systems.   


  • Checking all renewals and new business documents for errors, omissions or differences from prior term/application; alerting CSRs wherever changes are unusual or unjustified, or where premium increases are excessive; returning incorrect documents to Insurers for re-issue; reviewing documents for possible additional discounts
  • Checking all endorsements for differences from original requests, consulting with CSRs as required; returning incorrect documents to Insurers for re-issue.
  • Updating applications to correspond to current policy terms (if not already updated via download).
  • Updating annual premiums on policy screens and processing documents for all renewals, new business, and endorsements, including letters, invoices and summaries
  • Tailoring letters/invoices/summaries appropriately, to draw clients' attention to changes or issues
  • Mailing-out correspondence to clients and companies
  • Adding appropriate payment follow-up dates for CSRs; closing follow-ups once correct documents are received and processed
  • Maintaining a minimum of forty-five days' 'lead time' prior to expiry, in processing renewal documents received from Insurers
  • Prioritization of endorsement and new business documents received for processing
  • Following-up on outstanding endorsements by sending second requests and contacting the Insurer if necessary.
  • Responding to Lienholder/Lessor/Mortgagee requests for copies of insurance policies
  • As requested, checking expiry lists, following up with Insurers for outstanding renewals and/or producing late notification letters with appropriate documentation for clients

Skills & Qualifications:

  • Personal lines experience required
  • Broker manager system experience required
  • Homeowner property insurance experience considered an asset
  • Experience with portal changes considered an asset
  • Excellent attention to detail and strong computer skills
  • Demonstrated ability to work collaboratively within a team-based environment
  • Diligent observation of and respect for RIBO Code of Conduct and Privacy policy and procedures in place, in all aspects of professional conduct
  • Participating fully in the team effort to continuously improve all aspects of customer service
  • Other duties or responsibilities as requested by the department manager. Participating in continuing education programs, as available.

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