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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

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