Customer Service Representative, Personal Lines
- Hamilton, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- 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?
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.
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
- 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
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
Manage a personal insurance client book, provide timely advice on renewals, claims, and billing, and process policy changes and requests accurately. Underwrite renewals to support retention, assess clients’ insurance needs and refer them to other departments when appropriate, and process month-end reports.
Requirements
Requires 2–3 years of personal insurance experience, a valid RIBO license, and knowledge of company underwriting guidelines and insurer rules and regulations. Candidates should have strong communication and relationship skills, be organized and detail-oriented, and have strong computer skills; experience with Applied Systems EPIC and Compu-Quote is an asset.
Skills
- Personal Insurance
- Customer Service
- Policy Changes
- Renewal Underwriting
- Client Retention
- Claims Guidance
- Insurance Billing
- Insurance Needs Assessment
- Company Underwriting Guidelines
- Insurer Rules and Regulations
- Communication
- Presentation
- Organization and Prioritization
- Accuracy and Attention to Detail
- Applied Systems EPIC
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
Keywords
- RIBO License
- Personal Lines
- Personal Insurance
- Insurance
- Customer Service
- Client Book of Business
- Client Retention
- Renewal Reviews
- Renewal Underwriting
- Policy Changes
- Claims Guidance
- Billing
- Insurance Needs Assessment
- Company Underwriting Guidelines
- Insurer Rules and Regulations
- Month-End Reports
- Applied Systems EPIC
- Compu-Quote
- Client Relationships
- Communication
- Presentation Skills
- Organization
- Prioritization
- Accuracy
- Attention to Detail