Customer Solutions Broker

Donovan Insurance Brokers Inc; Southwestern Ontario; On-site; CAD 65,000 - 85,000; Full time

Job summary

Donovan Insurance Brokers Inc. is seeking a RIBO-licensed Personal Lines Customer Solutions Broker to join our team.

In this client-focused role, you will provide knowledgeable and professional support to personal lines clients, handling inquiries, endorsements, renewals, and billing questions while keeping precise records. You will work closely with our sales and service teams to review coverage, assist with endorsements, and identify opportunities to improve client experience, retention, and

Qualifications

• RIBO license is required.
• Minimum 3 years of personal lines insurance experience.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Professional telephone manner.
• Strong organizational skills and attention to detail.
• Ability to prioritize tasks in a fast-paced environment.
• Proficient with insurance management systems, email, and Microsoft Office.
• Ability to work independently and collaboratively as part of a team.

Responsibilities

• Respond to client inquiries by phone and email in a professional and timely manner.
• Assist clients with policy changes, renewals, billing inquiries, and general service requests.
• Review client needs and provide appropriate coverage and product information.
• Process endorsements and maintain accurate client files and account information.
• Identify opportunities to improve coverage and support client retention.
• Resolve client concerns professionally and elevate complex matters when required.
• Communicate with insurance carriers as needed.
• Collaborate with the sales and service teams to ensure clients receive consistent support.
• Follow all company procedures and RIBO requirements.

Skills

Customer service

Relationship building

Communication

Organizational skills

Attention to detail

Teamwork

Job description

Personal Lines Customer Solutions Broker

Donovan Insurance Brokers Inc. is seeking a RIBO-licensed Personal Lines Customer Solutions Broker to join our team.

In this client-focused role, you will assist existing personal lines clients with policy inquiries, coverage changes, renewals, billing questions, and other service needs. You will provide knowledgeable and professional support while maintaining accurate client records and working collaboratively with our sales and service teams.

The ideal candidate is organized, detail-oriented, and committed to providing an excellent client experience. If you enjoy building relationships, solving problems, and working in a supportive, team-oriented environment, we would be pleased to hear from you.

Responsibilities

• Respond to client inquiries by phone and email in a professional and timely manner
• Assist clients with policy changes, renewals, billing inquiries, and general service requests
• Review client needs and provide appropriate coverage and product information
• Process endorsements and maintain accurate client files and account information
• Identify opportunities to improve coverage and support client retention
• Resolve client concerns professionally and elevate complex matters when required
• Communicate with insurance carriers as needed
• Collaborate with the sales and service teams to ensure clients receive consistent support
• Follow all company procedures and RIBO requirements

Qualifications

• Valid RIBO license is required
• Minimum 3 years of personal lines insurance experience
• Strong customer service and relationship-building skills
• Excellent verbal and written communication skills
• Professional telephone manner
• Strong organizational skills and attention to detail
• Ability to prioritize tasks and work effectively in a fast-paced environment
• Comfortable using insurance management systems, email, and Microsoft Office
• Ability to work independently and collaboratively as part of a team