Closed listing
Personal Lines CSR - Underwriting/Service Focus
- Markham, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
We’re working with a respected brokerage in Markham looking to add a Personal Lines CSR with strong underwriting experience to their team. This role is ideal for someone who knows how to spot details others miss and genuinely enjoys client interaction.
3 Reasons To Apply
🔍 Put your underwriting knowledge to use – not just data entry, but real file review and risk assessment.
🏡 Hybrid work setup (3 days in-office) with a tight-knit, long-tenured team.
💼 Commission on both new business and renewals + company-paid benefits.
What You’ll Be Doing
- Review and assess applications before submission – accuracy and underwriting insight are key.
- Service existing personal lines clients – policy changes, renewals, general inquiries.
- Work directly in PowerBroker and carrier portals to manage and process files.
- Collaborate with internal teams to ensure smooth workflow and great client outcomes.
- RIBO license is required.
- 3+ years in a personal lines role, preferably in a brokerage setting.
- Familiarity with the major personal lines markets (Intact, Aviva, Economical, etc.) and how their portals work.
- Comfort with PowerBroker
The team has a reputation for low turnover and real growth. You’ll be supported but also trusted to own your work. If you’re looking for a place to grow your insurance career and not just clock in – this is worth a conversation.
Contact
If this role sounds like a good fit for you, please reach out directly at jeremy@helloworldrecruitment.ca to learn more.
More about this job
Responsibilities
Review and assess personal lines applications for accuracy and risk before submission, and service existing clients with policy changes, renewals, and inquiries. Manage files using PowerBroker and carrier portals, while collaborating with internal teams to support efficient workflows and positive client outcomes.
Requirements
A RIBO license and at least three years of personal lines experience are required, preferably in a brokerage setting. Candidates should know major personal lines markets and their portals, and be comfortable using PowerBroker.
Skills
- Personal Lines Insurance
- Underwriting
- Risk Assessment
- Application Review
- Client Service
- Policy Changes
- Renewals
- Insurance Brokerage
- PowerBroker
- Carrier Portals
- File Management
- Attention to Detail
- Workflow Collaboration
- RIBO Licensing
Benefits
- Company-Paid Benefits
- Commission on New Business and Renewals
Visa sponsorship
Not detected in the job text
Hiring contact
Jeremy
Hiring contact email
jeremy@helloworldrecruitment.ca
Categories
- Customer Service & Support
- Finance & Accounting
Keywords
- Personal Lines
- Insurance
- Insurance Brokerage
- Underwriting
- Risk Assessment
- Application Review
- Client Service
- Policy Changes
- Renewals
- RIBO License
- PowerBroker
- Carrier Portals
- Intact
- Aviva
- Economical
- File Management
- Hybrid Work
- New Business
- Commission