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Personal Lines Customer Service Representative

  • York, ON, Canada

$50,000 to $65,000 in base salary commensurate with experience · Full-time

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Job details

Pay
$50,000 to $65,000 in base salary commensurate with experience
Job type
Full-time
Apply by
Experience
2 to 5 years of personal lines experience within a brokerage environment
Posting language
English
Posted

Original job description

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Join a dynamic insurance brokerage nestled in North York, where opportunity meets growth! Our client, a forward-thinking team dedicated to exceptional client service, is seeking a passionate and experienced Personal Lines Customer Service Representative to become a vital part of their in-office team.

If you’re ready to make an impact, work with an impressive book of business, and thrive in a collaborative environment, this role is your next career move!

What You’ll Do

  • Prepare, review, and process applications, endorsements, binders, and invoicing via EPIC and carrier portals
  • Recommend additional coverages to clients and assist with renewals, cancellations, and policy changes
  • Build strong relationships by communicating effectively through calls, emails, etc.
  • Maintain detailed electronic client files, manage renewal lists, and support special projects as needed
  • Respond promptly to client and underwriter inquiries, providing expert guidance on coverage options and risk management

What You Bring

  • 2 to 5 years of personal lines experience within a brokerage environment
  • RIBO license is required
  • Solid understanding of personal lines underwriting and coverages
  • Familiarity with Epic and/or Compuquote is a plus
  • Comfortable on the phone, with excellent communication and organizational skills
  • Tech-savvy with proficiency in Microsoft Office Suite
  • Self-motivated problem solver with keen attention to detail and the ability to work independently or collaboratively

Compensation & Benefits

  • $50,000 to $65,000 in base salary commensurate with experience
  • Commission for friends & family business you write
  • A group benefits plan 
  • Opportunity to grow within the organization

This is your chance to join a reputable team that values expertise, dedication, and integrity. Ready to take the next step? Apply now to become a key player in helping clients safeguard what matters most – your future starts here!

At Aplin - together with our brands CompuStaff, Impact Recruitment, and Vantix Systems - we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers. Accommodation is available upon request throughout all stages of the recruitment process.

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More about this job

Responsibilities

The Personal Lines Customer Service Representative will process insurance applications, endorsements and invoices, and handle renewals and policy changes for clients. The role also involves recommending additional coverage and answering client and underwriter questions by phone and email.

Requirements

Candidates need 2 to 5 years of personal lines experience in a brokerage, a required RIBO licence, and a solid understanding of personal lines underwriting and coverages. Strong phone, organizational and Microsoft Office skills are expected, and Epic or Compuquote experience is an asset.

Skills

  • Epic
  • Compuquote
  • carrier portals
  • Microsoft Office Suite
  • personal lines insurance
  • insurance underwriting
  • insurance coverages
  • policy administration
  • renewal management
  • client communication
  • telephone communication
  • attention to detail
  • organization
  • problem solving
  • risk management
  • electronic file management

Benefits

  • Commission on friends and family business
  • Opportunity for internal growth

Categories

  • Customer Service & Support
  • Finance & Accounting
  • Insurance

Keywords

  • personal lines
  • insurance brokerage
  • customer service representative
  • RIBO
  • Epic
  • Compuquote
  • insurance underwriting
  • policy renewals
  • endorsements
  • binders
  • insurance claims
  • Microsoft Office
  • client service
  • insurance advisor
  • North York
  • Aplin

Seniority

Mid level

Perks

  • Performance bonus

Licences and certifications

  • RIBO

Tools

  • Epic
  • Compuquote
  • Microsoft Office
  • carrier portals

Languages

  • English

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