Technical Service Representative (Bilingual - must speak English & Mandarin or Cantonese)

Job summary

The Technical Service Representative provides administrative and technical support to Portfolio Managers and Customer Service Representatives to ensure high service standards. Responsibilities include preparing new business files, generating pre-quotes, and maintaining accurate client records in the insurance system.

Job details

Job Title: Technical Service Representative (Bilingual - English & Mandarin/Cantonese) Location: 505 Hwy 7 #311, Thornhill, ON L3T 7T1 Employment Type: Full-time / Permanent / 5 Days in Office Salary Range: $45,000 - $55,000 Reason for Vacancy: Replacement Who we are: CIS Insurance Brokers (Canada) Ltd., powered by My Insurance Broker, is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have established strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support centre in Richmond Hill, we are committed to providing our clients with competitive pricing, comprehensive coverage, and exceptional service. About the role CIS Insurance Brokers is seeking a full-time Technical Service Representative to provide administrative support to Portfolio Managers and Customer Service Representatives while maintaining smooth operations and high service standards. What you’ll be doing: Support Portfolio Managers and Customer Service Representatives with administrative and technical tasks to maintain exceptional client service. Prepare comprehensive new business and remarket files for processing by Junior Underwriting. Review expiry reports, flag policies with premium increases, and generate pre-quotes in Compu-Quote to recommend optimal carrier placement. Request essential risk data, including MVRs and replacement cost valuations, to ensure accurate quoting. Provide quick-turnaround quotes for policy endorsements and travel insurance products. Ensure all client records, applications, and activity notes in Applied EPIC are fully detailed and accurate. What we need you to bring: Must be fluent in English AND Mandarin or Cantonese. Undergraduates Degree or or equivalent professional industry experience. RIBO License or willing to obtain within the year of employment. 1 year of experience in a general insurance brokerage (preferred). Experience working with EPIC and COMPU quote is considered an asset. Proficient with insurance policy systems as well as MS Office (Excel, Word, Outlook). Excellent verbal and written communication skills. Demonstrated ability to handle multiple priorities successfully. Strong analytical, time management and organizational skills. CIS Insurance Brokers is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs. Your application will be reviewed by a member of our recruitment team who will carefully assess your qualifications - never AI. We thank all candidates for their interest, however, only those selected for an interview will be contacted.

What you’ll do

The Technical Service Representative provides administrative and technical support to Portfolio Managers and Customer Service Representatives to ensure high service standards. Responsibilities include preparing new business files, generating pre-quotes, and maintaining accurate client records in the insurance system.

Requirements

Candidates must be fluent in English and either Mandarin or Cantonese, and hold an undergraduate degree or equivalent industry experience. A RIBO license is required or must be obtained within the first year of employment.

Listed skills

• Technical Support · Preferred
• Administrative Support · Preferred
• English · Preferred
• MS-Office · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• Communication Skills · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Insurance brokerage
• Technical support
• Administrative support
• Mandarin
• Cantonese
• English
• Applied EPIC
• Compu-Quote
• Underwriting support
• Policy management
• MS Office
• Excel
• Word
• Outlook
• Communication skills
• Time management
• Administrative Support
• Organizational Skills
• Service Standards
• Microsoft Excel
• Artificial Intelligence
• Underwriting
• Multilingualism
• Brokerage
• Cantonese Chinese
• Mandarin Chinese
• Customer Service
• Communication
• English Language
• General Insurance
• Microsoft Outlook
• Operations
• Portfolio Management
• Time Management
• Technical Services

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Bilingual Cantonese Customer Service Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives

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