Personal Lines Technical Service Representative

W.H. Scrivens & Sons Limited, a thriving and well-established independent insurance brokerage, is expanding its Ottawa office and is currently seeking a Personal Lines Technical Service Representative (TSR) to join our collaborative Personal Lines insurance team.

Position Overview In this role, you will provide technical and administrative support to our Personal Lines department, working closely with Account Managers and other team members. You will play an important role in ensuring client files are accurately maintained, transactions are processed efficiently, and our team continues to provide a high level of service to our clients.

This is an excellent opportunity for someone looking to build their career in Personal Lines insurance within a supportive and experienced brokerage environment.

Key Responsibilities

- Provide technical and administrative support to the Personal Lines department and Account Managers
- Assist with the day-to-day servicing of personal insurance client accounts
- Process policy changes, endorsements, cancellations, renewals, and other client transactions
- Process policy changes and transactions through insurance company portals
- Prepare and issue policy documents, certificates, pink slips, and other client correspondence
- Enter transactions and maintain accurate client and policy information in Applied EPIC
- Assist Account Managers with renewal preparation and policy reviews
- Follow up with insurance companies regarding policy changes, documentation, and outstanding items
- Assist with claims reporting and provide administrative support throughout the claims process
- Prepare letters, emails, and other correspondence for clients and insurance companies
- Maintain organized and up-to-date electronic client files and documentation
- Assist with payment and premium-related inquiries as required




- Provide timely and skilled service to clients and insurance company partners
- Support the Personal Lines team with other administrative and technical duties as required
- Provide backup support to the operations team (reception, mail, bank run & courier)

Qualifications & Skills
- RIBO licensed or actively working toward RIBO licensing
- Previous Personal Lines insurance experience is an asset
- Experience with Applied EPIC is an asset, but not required
- Strong attention to detail and accuracy
- Excellent communication and interpersonal skills
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines
- Ability to work independently while contributing effectively to a team environment
- Strong computer skills and proficiency with Microsoft Office, including Outlook, Word, and Excel
- Comfortable working in a fast-paced, professional environment
- A positive, client-focused attitude and willingness to learn

What We Offer
- Competitive salary
- Comprehensive benefits, including:
- Dental care
- Extended health care
- Vision care
- Life and disability insurance
- RRSP matching
- Paid time off and flexible scheduling
- Tuition and education reimbursement
- Employee assistance program
- On-site parking
- Supportive and collaborative work environment
- Opportunities for professional development and career growth

Language: French is an asset, but not required. Schedule: Monday to Friday, day shift

Work Location: Ottawa office

Learn more about our firm and values at www.scrivens.ca

Job Types: Full-time, Permanent

Pay: $45,000.00-$58,000.00 per year

Benefits

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Flexible language requirement:
- French not required

Licence/Certification:
- RIBO License (preferred)

Work Location: In person

📌 Personal Lines Technical Service Representative (Ottawa)
🏢 Scrivens Family of Companies
📍 Ottawa