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Technical Service Representative – Commercial Lines
Collectivfide Insurance Group Inc.. Provide back-end and processing support to the commercial lines team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in back-end support for commercial lines, including policy administration, document accuracy, and client communication. Proficient in managing insurance documentation and utilizing the EPIC Broker Management System.
Highest-signal resume keywords
Back-End SupportPolicy AdministrationEPIC Broker Management SystemRIBO LicenseData Entry
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy Document ReviewInvoice PreparationData EntryCertificate of Insurance IssuanceDriver Approval Support
Soft Skills
Organizational SkillsCommunication SkillsAttention to Detail
Tools & Technologies
Applied Epic (BMS)Carrier Portals
Certifications & Qualifications
RIBO License
Industry Keywords
Commercial LinesBrokerage SupportInsurance DocumentationClient Management
About the role
Key responsibilities & impact- Provide back-end and processing support to the commercial lines team
- Support the Commercial Lines team and Manager with non-client-facing policy administration functions
- Develop comprehensive knowledge and understanding of the EPIC Broker Management System
- Issue Certificates of Insurance
- Review policy documents for accuracy, including renewals, endorsements, and payment plans
- Enter assigned new business in carrier portals
- Prepare invoices and finance contracts
- Follow up with clients, brokers, and insurance company partners regarding outstanding payments, missing documentation, and information required for policy transactions
- Support Account Managers with driver approvals, including obtaining and verifying Letters of Experience and Motor Vehicle Records
- Organize documents, attach them to files, and label them
- Perform data entry and prepare applications
- Facilitate client file or broker management clean-up projects
- Assist in pulling or reviewing reports
- Provide additional support to the broker team, including letters and pink slips
- Attend Commercial Lines team meetings and functions
- Stay informed about carrier offerings, product updates, and procedural changes
- Perform other responsibilities as assigned
Requirements
What you’ll need- Previous experience working in an office administration role
- Previous experience working in a brokerage supporting commercial lines brokers
- RIBO licensed or willing to obtain it is an asset
- Prior working experience with Applied Epic (BMS) is an asset
Benefits
Comp & perks- Comprehensive health and dental benefits
- Employer pension matching
- Generous vacation time
- Personal days
- Volunteer days
- Pawreavement Leave
- Accommodation or accessible format and communication support for disabilities