Customer Sales & Service Representative

Brown & Brown, Inc.; Waterloo; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading company in Waterloo, Ontario is seeking a Customer Sales & Service Representative to manage client accounts, provide insurance solutions, and foster strong relationships. The role requires expertise in risk management and client communication, along with a commitment to professional development.

Qualifications

• At least 2 years of experience in the insurance industry or a related field.

Responsibilities

• Manage day-to-day account responsibilities including quoting and policy processing.
• Build successful relationships with clients and vendors.
• Assist in the renewal process for all assigned clients.

Skills

Client Communication

Risk Management

Teamwork

Education

RIBO Licensed

Tools

Microsoft Office Suite

Job description

Customer Sales & Service Representative page is loaded

Customer Sales & Service Representative

Apply remote type Hybrid Working locations Waterloo, ON time type Full time posted on Posted 2 Days Ago job requisition id R25_0000001839

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Customer Sales and Service Representative to join our growing team in Waterloo, Ontario, Canada!

The Customer Sales and Service Representative manages the daily servicing of an assigned book of business by handling quoting, policy processing, coverage analysis, renewals, claims support, and client communication to ensure accurate and timely delivery of insurance solutions. Provide proactive risk management and consultative guidance to clients, while fostering strong relationships with clients, carriers, and internal teams to support retention and business growth.

How You Will Contribute

• Manage day-to-day account responsibilities including quoting, binding new business, processing policies/endorsements, issuing certificates of insurance, claims reporting, MVR, Auto plus and Hits reporting, premium breakdowns, auto ID cards, policy changes, reviewing policy forms, providing coverage comparisons, loss analysis, and responding to coverage questions promptly.

• Ensure proper risk management based on client profiles, offering appropriate insurance coverage and limits.

• Build courteous and successful relationships with clients, vendors, and carriers to enhance client retention.

• Identify coverage gaps and consult leadership or client advisors on options to advise clients effectively.

• Assist in the renewal process for all assigned and prospective clients, including obtaining updated information, handling renewal applications, marketing, account rounding, reviewing and negotiating renewal pricing, and preparing renewal proposals and binders if applicable.

• Review internal compliance, client disclosures, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements.

• Support growth of the assigned book of business through account rounding and referrals.

• Assist marketing and sales teams as needed.

• Promote teamwork, support, knowledge sharing, and maintain a positive attitude within the department and office.

• Participate in training to stay current on industry developments, new products, legislation, coverages, and technology, including professional development and continuing education for licensing.

Licenses and Certifications:

• RIBO Licensed

Skills & Experience to Be Successful:

• At least 2 years of experience in the insurance industry or a related field.

• Proficiency in Microsoft Office Suite (Word, Excel), including creating, editing, and merging documents and spreadsheets.

• Proficiency with office equipment such as copiers, printers, and faxes.

The Power to Be Yourself

We are an Equal Opportunity Employer. Brown & Brown is committed to fostering an inclusive environment with people from diverse backgrounds, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.