Personal Lines CSR
- ON, Canada
- Simcoe, ON, Canada
Competitive salary, approximately $60,000–$80,000, depending on experience (subject to confirmation for this position). · Full-time
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Job details
- Pay
- Competitive salary, approximately $60,000–$80,000, depending on experience (subject to confirmation for this position).
- Job type
- Full-time
- Apply by
- Experience
- Minimum 2 years of insurance industry experience, preferably in Personal Lines.
- Posting language
- English
- Posted
Original job description
We are seeking a customer-focused Personal Lines CSR to join an established and growing insurance brokerage. This individual will support the servicing of personal insurance accounts, primarily Home and Auto, while delivering excellent customer service and supporting the brokerage team.
Key Responsibilities
Key Responsibilities
- Handle incoming client inquiries and day-to-day service requests.
- Process policy changes, endorsements, cancellations, and renewals.
- Assist clients with coverage, billing, and policy-related questions.
- Maintain accurate client records and documentation.
- Support brokers and account managers with client servicing.
- Work with insurance providers to resolve client inquiries.
- Minimum 2 years of insurance industry experience, preferably in Personal Lines.
- Active RIBO licence required.
- Knowledge of Home and Auto insurance products and underwriting guidelines.
- Experience with insurance portals and Compu-Quote.
- Strong communication, organizational, and customer service skills.
- Ability to work independently and collaboratively.
- Experience with Applied Epic (BMS).
- CAIB or CIP designation.
- French-speaking ability.
- Competitive salary, approximately $60,000–$80,000, depending on experience (subject to confirmation for this position).
- 7.5% RRSP matching from Day 1.
- Group health, dental, and vision benefits.
- 4 weeks of vacation.
- Sick days and personal days.
- Fitness benefit and Employee Assistance Program.
- Professional development and continuing education support.
- Fully in-office position.
- Early Friday closures before long weekends (May–October).
- Collaborative team environment with opportunities for career growth.
More about this job
Responsibilities
Respond to client inquiries and service requests, process policy changes, endorsements, cancellations, and renewals, and assist with coverage, billing, and policy questions. Maintain accurate client records, support brokers and account managers, and coordinate with insurance providers to resolve client inquiries.
Requirements
Requires at least two years of insurance industry experience, preferably in Personal Lines, and an active RIBO licence. Candidates should know Home and Auto products and underwriting guidelines, have experience with insurance portals and Compu-Quote, and demonstrate strong communication, organizational, and customer service skills.
Skills
- Customer Service
- Personal Lines Insurance
- Home Insurance
- Auto Insurance
- Policy Changes
- Endorsements
- Cancellations
- Renewals
- Coverage Guidance
- Billing Support
- Client Recordkeeping
- Insurance Underwriting Guidelines
- Insurance Portals
- Compu-Quote
- Communication
- Organization
Benefits
- RRSP Matching
- Group Health Benefits
- Dental Benefits
- Vision Benefits
- Four Weeks Of Vacation
- Sick Days
- Personal Days
- Fitness Benefit
- Employee Assistance Program
- Professional Development Support
- Continuing Education Support
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
Keywords
- Personal Lines Insurance
- Home Insurance
- Auto Insurance
- RIBO Licence
- Compu-Quote
- Applied Epic
- Brokerage
- Policy Servicing
- Policy Changes
- Endorsements
- Cancellations
- Renewals
- Insurance Underwriting Guidelines
- Insurance Portals
- Client Inquiries
- Coverage Questions
- Billing Support
- Client Records
- Account Management
- Insurance Providers
- CAIB
- CIP
- Customer Service
- French Language