Customer Service Broker, Personal Lines

TEEMA Solutions Group; Vaughan; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Vaughan is seeking a Personal Lines Customer Service Broker to ensure customer satisfaction and growth of an existing book of business. The ideal candidate will have a post-secondary education, a RIBO level 1 license, and at least 2 years of relevant experience. Responsibilities include managing client relationships, assessing insurance needs, and providing policy advice. Great benefits include employee discounts, a fun work environment, and opportunities for growth.

Benefits

Employee discounts on home and auto insurance

Employee referral program

Paid vacation, sick and personal days

Group Benefits Plan

RRSP Saving Program

Team-building events

Qualifications

• Minimum of 2 years’ experience as a licensed customer service broker.
• Ability to multitask and prioritize in a deadline driven environment.
• Strong attention to detail in communication.

Responsibilities

• Create and maintain relationships with new and existing clients.
• Discuss and assess customers current and future insurance needs.
• Provide advice and answer customer questions about their policies.
• Prepare renewals, remarkets and endorsements.

Skills

Customer service focus

Relationship building skills

Communication skills

Problem solving skills

Organizational skills

Time management

Multitasking

Education

Post-secondary education

RIBO level 1 license

Job description

Are you interested in building an incredible insurance future?

Located in Vaughan, isure is Canada’s fastest-growing online insurance brokerage, offering a wealth of insurance choices, features and technologies provided by “leading big insurance companies” with the customization of service and advice of “leading insurance brokers”.

If you want to learn, grow and develop within a team that inspires, shares knowledge, and cares, then please apply! We are growing, innovating, and it’s our great people that make it fun to come to work every day.

isure is in search of an energetic, customer driven team player who is looking for a career and not a job. As an isure Personal Lines Customer Service Broker you will be responsible for the customer satisfaction, retention and growth of an existing book of business.

Succeeding as a Personal Lines Customer Service Broker will require the following core qualifications and skills:

• Post‑secondary education; a suitable combination of education and experience may also be considered.
• RIBO level 1 license
• Minimum of 2 years’ experience as a licensed customer service broker, required
• Exceptional customer service focus and relationship building skills
• Excellent communication skills including the ability to relay information (verbal and written) between several parties with accuracy and an attention to detail
• Troubleshooting and problem solving skills, the ability to evaluate current situation, respond quickly to changing requirements, execute and escalate accordingly
• Strong organizational and time management skills, including the ability to work under pressure in a fast paced setting
• Ability to multitask and prioritize in a deadline driven environment; appropriate sense of urgency

To be successful in this role, you will exceptionally complete the following (not an exhaustive list of responsibilities):

• Create and maintain relationships with new and existing clients
• Discuss and assess customers current and future insurance needs
• Provide advice and answer customer questions about their policies
• Prepare renewals, remarkets and endorsements
• Cross-sell and upsell to our existing book of business
• Assist and advise customers on making claims on their policies
• Other related duties as may be required

Here is what isure offers you:

• Employee discounts on home and auto insurance
• Employee referral program
• Paid vacation, sick and personal days
• Group Benefits Plan
• RRSP Saving Program
• A fun and casual work environment
• Team‑building events
• Semi‑annual employee reviews and opportunities for development/growth