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Customer Service Representative, Personal Lines

  • Hamilton, ON, Canada

Full-time

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Job details

Job type
Full-time
Experience
Minimum 2-3 years of Personal Insurance experience
Posting language
English
Posted

Original job description

Are you passionate about helping others and go above and beyond? Do you have the ability to solve clients’ needs effectively and efficiently? If so, this position may be perfect for you.   

We are currently seeking a RIBO Licensed Customer Service Representative to join our Personal Lines team. In this role, you will manage a book of business while building strong, long-term relationships with clients. You will also service accounts by processing policy changes and providing claims guidance to support client retention. Whether you are newly RIBO licensed or bring prior experience, we would love to hear from you!

What will you do? 

  • Provide timely and professional advice to clients for renewal reviews, claims, billing etc.
  • Process all policy changes/requests to ensure accurate and timely responses 
  • Underwrite all renewals thoroughly – responsible for retention
  • Managing a client book of business
  • Review client’s overall insurance needs and refer to other departments as appropriate
  • Process month end reports

Knowledge, Skills, and Qualifications:

  • Minimum 2-3 years of Personal Insurance experience 
  • Valid RIBO license
  • Understanding of company underwriting and guidelines
  • Strong knowledge of all rules and regulations for all insurers
  • Strong communication, presentation, and relationship skills 
  • Ability to organize and prioritize work effectively 
  • Strong accuracy and attention to detail 
  • High level of computer skills, knowledge and previous experience working with Applied Systems (EPIC) and Compu-quote is an asset 

Please note, only qualified candidates will be contacted. Thank you for your interest in this exciting opportunity.

Depending on experience, the salary range for this newly created role is $45,000 - $57,000 Please note that individual salary is determined by factors such as job-related knowledge, skills and experience, as well as internal equity.

Lawrie Insurance Group Inc. Is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise if you require accommodation.

More about this job

Responsibilities

The Customer Service Representative will manage a book of personal lines business while building strong client relationships. Responsibilities include processing policy changes, providing claims guidance, and performing renewal reviews to ensure client retention.

Requirements

Candidates must possess a valid RIBO license and have a minimum of 2-3 years of experience in personal insurance. Strong knowledge of underwriting guidelines and proficiency with insurance software such as Applied Systems (EPIC) are required.

Skills

  • Personal Insurance
  • RIBO License
  • Underwriting
  • Client Retention
  • Policy Management
  • Claims Guidance
  • Communication
  • Presentation
  • Relationship Management
  • Organization
  • Accuracy
  • Attention To Detail
  • Applied Systems (EPIC)
  • Compu-quote
  • Computer Skills

Visa sponsorship

Not detected in the job text

Categories

  • Customer Service & Support
  • Finance & Accounting

Keywords

  • Personal Lines
  • RIBO
  • Insurance
  • Underwriting
  • Client Retention
  • Policy Changes
  • Claims
  • Billing
  • Renewal Reviews
  • Applied Systems
  • EPIC
  • Compu-quote
  • Customer Service
  • Relationship Management
  • Reporting

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