Commercial Lines Customer Service Representative (CSR) - Remote

Ai Insurance Organization; London; Remote; CAD 50,000 - 60,000; Full time

Job summary

Join a leading insurance brokerage as a Commercial Lines Customer Service Representative. This full-time, remote role involves managing insurance policies, providing exceptional customer service, and collaborating with internal teams. Ideal candidates will have a RIBO license and at least one year of experience in Commercial Insurance. Enjoy comprehensive benefits and a supportive work environment.

Benefits

Dental care

Disability insurance

Employee assistance program

Extended health care

Life insurance

Remote working environment

Qualifications

• RIBO licensed, in good standing with required continuing education hours.
• Minimum 1 year of Commercial Insurance experience.

Responsibilities

• Managing policy life cycles for new and existing clients.
• Processing insurance-related reports and contracts.
• Being the first point of contact for customers.

Skills

Customer Service

Communication

Interpersonal Skills

Organizational Skills

Education

Post-secondary education

Tools

CRM

BMS

MS Word

Excel

Job description

Ai Insurance Organization - Commercial Lines Customer Service Representative

Ai Insurance Organization is an award-winning insurance brokerage located in Oakville, Ontario. Our purpose is to meet the evolving needs of all our stakeholders (clients, teammates, insurance partners, suppliers, communities, and society as a whole) and create superior value by disrupting and creating new market segments for both industry and consumer. We are seeking a creative and driven Commercial Lines Customer Service Representative (CSR) to join our growing Service team. This is a full-time, remote position with full benefits.

Job Purpose

Reporting to the Chief Operating Officer, the successful candidate will communicate effectively and regularly with producers, clients, and underwriters to process, amend, and maintain Commercial Insurance policies. The Commercial Lines CSR works with internal teams, insurance markets, and vendors to manage the policy lifecycle of new and existing clients, entering data and helping 'raise the bar' on service.

Successful Behaviours

• A proven track record of exceptional interpersonal interactions and customer service.
• Strong work ethic and attention to detail.
• A professional and pleasant telephone manner.
• Strong written and oral communication skills.
• Ability to organize and prioritize work effectively.
• Work collaboratively as part of a team.
• Dependable.

Technical Skills

• Ability to build strong relationships with clients, underwriters, and internal teammates.
• Comprehensive knowledge of Commercial Insurance products, applications, coverages, and limits; relative to insurance carrier appetite.
• Ability to identify gaps in coverages.
• Proficiency with customer relationship management systems (CRM).
• Experience with broker management systems (BMS).
• Proficiency with insurance vendor and carrier portals is also an asset.
• Financial and accounting literacy.
• Knowledge of MS Word and Excel.

Key Responsibilities

• Managing policy life cycles for new and existing clients, including new business submissions, renewals, re-marketing, and endorsements.
• Processing insurance-related reports and contracts such as property valuations and premium financing agreements.
• Being the first point of contact for customers in servicing their insurance needs.
• Assisting producers in the completion of comprehensive submissions for quoting.
• Reviewing quotations, subjectivities, and policies for accuracy.
• Administering internal standard operating procedures (SOPs) and underwriting guidelines.
• Timely processing of endorsements and certificate of insurance (COI) requests.
• Working effectively with team members and colleagues to accomplish organizational goals.
• Taking actions that respect the needs and contributions of others.

Qualifications & Experience

• RIBO licensed, in good standing with required continuing education (CE) hours.
• Minimum 1 year of Commercial Insurance experience.
• CIP, CAIB, and CRM designations and/or relevant courses are assets.
• Personal lines experience is an asset.
• Post-secondary education is an asset.

Remuneration & Benefits

• Salaried position, dependent on experience.
• Comprehensive employee health benefits and insurance plan.
• Continuing education support and learning opportunities from industry leaders.

The Ai Insurance Organization Inc. is committed to providing accommodations and achieving a barrier-free workplace for individuals with disabilities. If you require accommodations during our recruitment process, we will support your needs.

Job Details

Type: Full-time

Salary: $50,000 - $60,000 per year

Benefits include: Dental care, Disability insurance, Employee assistance program, Extended health care, Life insurance, Remote working environment

Additional pay: Commission pay

Experience: Commercial Insurance: 1 year (required)

License/Certification: RIBO License (required)