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.

Personal Lines Technical Service

Representative (TSR) to join our growing service team. This is a full-time, in-office role.

Personal Lines Technical Service

Representative (TSR) will support sales and service brokers with underwriting tasks, administrative duties, and client communications while assisting in policy lifecycle for new and existing clients. This role involves regular collaboration with internal teams, insurance markets, and vendors to quote, bind, amend, and maintain insurance policies, ensuring accuracy and efficiency while striving to enhance service standards. A proven track record of exceptional interpersonal interactions and customer service.

A skilled and pleasant telephone manner.

Technical Skills

Comprehensive knowledge of personal lines insurance products, applications, coverages,



and limits; Proficiency with customer relationship management systems (CRM). Proficiency with insurance company portals and vendor reporting portals. Knowledge of MS Word, Excel.

Assisting sales and service teams in managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements. Assisting sales teams in the completion of home and auto insurance quoting. Reviewing quotations, subjectivities, and policies for accuracy.

RIBO licensed, in good standing with required continuing education (CE) hours. Willingness to obtain RIBO license within 6 months of employment, supported by the brokerage. Minimum 1 year of personal lines insurance experience.

CIP, CAIB and CRM designations and/or relative courses are considered an asset. Commercial lines experience is considered an asset. Post-secondary education is considered an asset. Continuing education support and the opportunity to learn from industry leaders.

Job Type: Full-time Flexible Language Requirement: French not required, considered an asset. #

📌 Service Sales Representative (Full Time) (Oakville)
🏢 TEEMA Solutions Group
📍 Oakville