Surety Customer Service Representative (CSR) Join to apply for the Surety Customer Service Representative (CSR) role at Ai Insurance Organization Inc.
Surety Customer Service Representative (CSR) Join to apply for the Surety Customer Service Representative (CSR) role at Ai Insurance Organization Inc.
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. We are seeking a creative and driven
Job Description

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. We are seeking a creative and driven Surety Customer Service Representative (CSR) to join our growing Service team. This is a full time, hybrid-office position with full benefits.

Job Purpose

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 Surety CSR works with internal teams, insurance markets, and vendors to manage the policy lifecycle of new and existing clients; entering data and helping 'raise the bar' on service.

Successful Behaviours

A positive attitude.
A proven track record of exceptional interpersonal interactions and customer service.
Strong work ethic and attention to detail.
A professional and pleasant telephone manner.
An Independent / self-starter.
Strong written and oral communication skills.
Ability to organize and prioritize work effectively.
Work collaboratively as part of a team.
Dependable.
Deadline driven.

Technical Skills

Ability to build strong relationships with clients, underwriters and internal teammates.
Comprehensive knowledge of Surety products, applications,



coverages, and limits; relative to insurance carrier appetite.
Ability to identify gaps in coverages.
Proficiency with customer relationship management systems (CRM).
Experience with broker management systems (BMS).
Proficiency with insurance vendor and carrier portals is also an asset.
Financial and accounting literacy.
Knowledge of MS Word, Excel.

Key Result Areas /Essential Functions Responsibilities

Managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing and endorsements.
Processing insurance-related reports and contracts such as property valuations and premium financing agreements.
Being the first point of contact for customers in servicing their insurance needs.
Assisting producers in the completion of comprehensive submissions for quoting.
Reviewing quotations, subjectivities, and policies for accuracy.
Administering internal standard operating procedures (SOPs) and underwriting guidelines.
Timely processing of endorsements and certificate of insurance (COI) requests.
Working effectively with team members and colleagues to accomplish team and organizational goals.
Taking actions that respect the needs and contributions of others.

Qualifications / Experience

RIBO licensed, in good standing with required continuing education (CE) hours.
Minimum 2 years of surety experience.
CIP, CAIB and CRM designations and/or relative courses are considered an asset.
Personal lines experience is considered an asset.
Post-secondary education is considered an asset.

Remuneration

Salaried position, dependent on experience.
Comprehensive employee health benefits and insurance plan.
Continuing education support and the opportunity to learn from industry leaders.

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.

Job Type: Full-time

Salary: $50,000.00-$60,000.00 per year

Perks

Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
Professional development program
Hybrid working environment

Flexible Language Requirement

French not required

Schedule

7 hour shift
Monday to Friday

Supplemental Pay Types

Bonus pay
Commission pay

Experience

Surety Insurance : 1 year (required)

License/Certification

RIBO Licence (required)

Seniority level Seniority level Entry level
Employment type Employment type Full-time
Job function Job function Other
Industries Insurance
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📌 Surety Customer Service Representative (CSR) (Ontario)
🏢 Ai Insurance Organization
📍 Ontario