Location: Ottawa, ON

Department: Commercial Technical Assistant

Employment Type: Full time

Reports To: Commercial Director

________________________________________________________________________________

About the Role:

As a Technical Assistant, you will be responsible for assisting the Commercial

Account Managers and Account Executives meet company objectives and service standards to clients, colleagues, and insurers.

Key Responsibilities & Accountabilities:

 Prepare certificates of insurance and automobile liability cards (pink slips)

 Assist with the preparation of renewal presentations and current business proposals

 Follow up on policies and endorsement

 Order MVR’s and Dash

 Prepare and update Excel spreadsheets

 Preparing binder letters and letters for clients

 Invoicing and assist in premium financing contracts

 Request loss experience from insurers

 Various administrative tasks including answering the phone politely and courteously

 Maintaining office supplies inventory, scanning, photocopying, and mailing

 Support for various team members as needed

Knowledge, Skills, Abilities

 Obtain/sort documents and information quickly

 Strong verbal and written communication skills

 Proficient in data entry and strong attention to detail

 Ability to meet deadlines and work in a fast-paced, high-volume environment

 A positive attitude and a willingness to learn

 Effective time management and organizational skills

Qualifications and Experience

 Education: A college or university diploma an asset

 Excellent knowledge of the MS Office Suite (Excel, Outlook, and Word)





 Prior experience working in an office or in a team environment

 Customer service experience is an asset

 RIBO Licence required

 Knowledge of Epic Systems

Who We Are & What We Offer

BMS Canada is a division of BMS Group Ltd., a specialist Lloyd’s Insurance

Brokerage with more than 750 staff across 25 global offices throughout Canada,

USA, Australia, Europe and Asia, and is headquartered in London, UK. BMS is a

Canadian-owned insurance brokerage and prides itself on its entrepreneurial spirit and focus on leading service.

BMS Canada has been recognized as a Top Brokerage and Top Insurance

Workplace. Our teams work collaboratively with our global offices to deliver innovative insurance and risk management solutions.

We invest in our people and believe in supporting each team member’s growth and development.

We provide:

· Competitive compensation and benefits, including health & wellbeing allowance

· Paid vacation

· Ability to buy company shares

· Opportunities to grow and define your own career path

· Centrally located office (Lansdowne)

· Prospect to attend industry events

· Team social events, including summer activities and office holiday parties

You’ll love being part of our dynamic team of smart, energetic, motivated people who work hard to achieve results and enjoy having fun!

Additional Details

· Full time position

· We are in-office but support a hybrid work schedule

· Monday – Friday

· Start – immediately

· Training provided

Pay: $55,000.00-$70,000.00 per year

Benefits:

 Dental care

 Extended health care

 RRSP match

 Vision care

Pay: $55,000.00-$70,000.00 per year

Work Location: Hybrid remote in Ottawa, ON K1S 5K5

📌 Commercial Technical Assistant (Ottawa)
🏢 BMS Canada Risk Services
📍 Ottawa