Technical Service Representative

Miller Insurance Brokers is a mid-sized brokerage proudly serving our communities from seven locations across Ontario.

We treat our employees like family, working hard together while taking the time to celebrate our successes.

Our mission, vision, and values center on integrity, teamwork, and exceptional client service.

We are seeking a full-time Insurance Broker to join our team.

The ideal candidate is highly organized, detail-oriented, and thrives in a collaborative environment.

You will be responsible for managing client relationships, processing policy changes, and ensuring superior service delivery in alignment with company values and standards.

So, what will you spend your days doing?

• Processes P ersonal Lines Renewals, Endorsements, Cancellations for the P ersonal and C ommercial D epartments
• Ensures documentation received from our insurance partners is received and accurate
• Bills policies automatically or manually and adds them to EPIC (BMS)
• Ensures Download, ADI and EDOCS have been received on all download companies
• Ensures EDOCS are named appropriately
• Ensures that servicing and PR/BR are correct on the file .
• Updates the M aster Renewal list when a renewal has been received and reviewed.
• Manually renews lines, or issues Service Summary lines for non-download companies
• Ensures wherever possible documentation is emailed to insureds, and where there is no direct mail the client received documentation via email or mail
• Confirms that policies have the required coverages in comparison to checklists and applications
• Advises the broker on file of discrepancies and billing deviances
• Ensures download, EDOCS and billing is received and named appropriately
• Uses predefined templates (email and letter) are used appropriately for sending correspondence to insureds
• Provides back up to reception when required

• Professional, ethical and courteous in all dealings with companies, clients and co-workers.