Customer Sales & Service Representative

Brown & Brown; Waterloo; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading company in Waterloo is seeking a Customer Sales and Service Representative to manage an assigned book of business, ensuring timely delivery of insurance solutions. Responsibilities include account management, risk assessment, and client communication. The ideal candidate will have a strong background in customer service and insurance, with a commitment to fostering client relationships and supporting business growth.

Qualifications

• 2+ years’ experience in the insurance industry or a related field.

Responsibilities

• Manage daily servicing of an assigned book of business.
• Provide proactive risk management and consultative guidance to clients.
• Assist in the renewal process for all assigned and prospective clients.

Skills

Customer Service

Relationship Building

Risk Management

Education

RIBO Licensed

Tools

Microsoft Word

Microsoft Excel

Job description

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

1. Responsible for the day-to-day account management of an assigned book of business, including quoting and binding new business, processing policies/endorsements, issuance of certificates of insurance, claims reporting and follow-up, MVR, Auto plus and Hits reporting, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis, and responding to coverage questions in a timely manner.

2. Provide proper risk management on clients' profiles based on their needs and ensure proper insurance coverage and limits are offered.

3. Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.

4. Identify gaps in coverage and consult leadership or client advisors on options to advise the client.

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

6. Assist in reviewing internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements.

7. Assist in growing the assigned book of business through account rounding and referrals.

8. Support marketing and sales teams as needed.

9. Promote teamwork, support, knowledge sharing, and a positive attitude in the department and office.

10. Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology, including professional development and continuing education required for licensing.

Licenses and Certifications:

• RIBO Licensed

Skills & Experience to Be Successful:

• 2+ years’ experience in the insurance industry or a related field.

• Proficient knowledge in Microsoft Windows environment, including Word and Excel. Able to create, edit, and merge documents, spreadsheets, labels, etc.

• Proficient knowledge of office equipment (copy machines, printers, faxes, etc.)

The Power to Be Yourself

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