House Account CSR
- Concord, ON, Canada
$56,000 to $75,000 CAD / year · Full-time
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Job details
- Pay
- $56,000 to $75,000 CAD / year
- Job type
- Full-time
- Apply by
- Experience
- ✅ 2+ years of personal lines experience in a brokerage
- Posting language
- English
- Posted
Original job description
Why This Role Stands Out
If you’re a RIBO licensed Personal Lines CSR working in a brokerage, this is a chance to step into a house accounts role focused on service, retention, and relationship management (not heavy sales pressure). We’re looking for someone who is detail-oriented, responsive, and thrives in a fast-paced environment.
What You’ll Be Doing
- Manage and service a book of personal lines house accounts
- Handle renewals, remarketing, and quoting in line with carrier guidelines
- Process endorsements, policy changes, and client requests
- Respond to clients quickly with a strong service mindset
- Identify cross-sell and upsell opportunities
- Work closely with insurers and underwriters
- Support Producers and collaborate across the team
- Maintain accurate documentation in your BMS (PowerBroker)
Must-Haves (You Will Not Be Considered Without These)
- ✅ Active RIBO license
- ✅ 2+ years of personal lines experience in a brokerage
- ✅ Strong experience with renewals, remarketing, and servicing
What We’re Looking For
- Highly organized and able to manage multiple priorities
- Strong communicator (written & verbal)
- Detail-oriented with a high level of accuracy
- Team player who builds strong internal & external relationships
- Comfortable in a fast-paced, client-focused environment
Compensation & Benefits
- Competitive salary: $56K–$75K
- Paid vacation + personal days
- Group benefits
- Growth opportunities within the brokerage
- Supportive, team-oriented culture
This position is currently vacant and open to qualified applicants.
AI Disclosure Statement
We use AI‑enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching and interview scheduling support). All hiring decisions include human review.
Equal Opportunity Statement
FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.
More about this job
Responsibilities
Manage and service a book of personal lines house accounts, including renewals, remarketing, quoting, endorsements, policy changes, and client requests. Maintain accurate records in PowerBroker, build client relationships, identify cross-sell and upsell opportunities, and collaborate with insurers, underwriters, producers, and colleagues.
Requirements
Applicants must hold an active RIBO license and have at least two years of personal lines experience in an insurance brokerage. Strong experience with renewals, remarketing, and servicing is required, along with organization, accuracy, communication, and teamwork skills.
Skills
- Personal Lines Insurance
- Customer Service
- Account Management
- Policy Renewals
- Remarketing
- Insurance Quoting
- Policy Endorsements
- Policy Changes
- Client Retention
- Cross-Selling
- Upselling
- Carrier Guidelines
- Underwriter Relations
- Documentation
- PowerBroker
- Communication
Benefits
- Competitive Salary
- Paid Vacation
- Personal Days
- Group Benefits
- Growth Opportunities
- Supportive, Team-Oriented Culture
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
Keywords
- RIBO License
- Personal Lines
- Insurance Brokerage
- House Accounts
- Customer Service Representative
- Account Servicing
- Policy Renewals
- Remarketing
- Quoting
- Carrier Guidelines
- Endorsements
- Policy Changes
- Client Requests
- Client Retention
- Cross-Selling
- Upselling
- Insurers
- Underwriters
- Producers
- PowerBroker
- Business Management System
- Documentation
- Relationship Management
- Insurance