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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 management, and client communication. Proficient in using the EPIC Broker Management System and managing financial documentation.
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 ReviewCertificate of Insurance IssuanceInvoice PreparationFinance Contract PreparationData EntryReport ReviewDocument OrganizationClient Follow-UpBroker SupportNew Business Entry
Soft Skills
Organizational SkillsCommunication SkillsAttention to DetailTeam CollaborationProblem-Solving
Tools & Technologies
Applied EpicCarrier Portals
Certifications & Qualifications
RIBO License
Industry Keywords
Commercial LinesBrokerageInsurancePolicy AdministrationClient Management
About the role
Key responsibilities & impact- Provide back-end and processing support to the commercial lines team
- Handle 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
- Invoice and prepare finance contracts
- Follow up with clients, brokers, and insurance company partners regarding outstanding payments, missing documentation, and required information
- Support Account Managers with driver approvals, including 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