House Account CSR

Fsb Group; Vaughan; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Paid vacation

Personal days

Job summary

FSB Group Ltd. in Vaughan, Canada seeks a RIBO-licensed Personal Lines CSR to manage a book of house accounts within a busy brokerage. You will focus on service, retention and relationship management, handling renewals, quoting, endorsements, and client requests.

The role emphasizes proactive service, cross-sell opportunities, and strong teamwork with producers, underwriters, and insurers. PowerBroker documentation is essential.

Qualifications

• Must have RIBO license and 2+ years of personal lines experience in a brokerage.
• Experience with renewals, remarketing, and servicing is required.
• Strong focus on service, retention and relationship management.

Responsibilities

• Manage and service a book of personal lines house accounts.
• Handle renewals, remarketing, and quoting in line with carrier guidelines.
• Process endorsements, policy changes, and client requests.
• Respond to clients quickly with a strong service mindset.
• Identify cross-sell and upsell opportunities.
• Work closely with insurers and underwriters.
• Support Producers and collaborate across the team.
• Maintain accurate documentation in the BMS (PowerBroker).

Skills

RIBO licensed

personal lines experience

renewals

remarketing

servicing

relationship management

Tools

PowerBroker

Job description

If you’re a RIBO licensed Personal Lines CSR working in a brokerage, this is a chance to step into a house accounts role focused on service, retention, and relationship management (not heavy sales pressure). We’re looking for someone who is detail-oriented, responsive, and thrives in a fast-paced environment.

What You’ll Be Doing

• Manage and service a book of personal lines house accounts
• Handle renewals, remarketing, and quoting in line with carrier guidelines
• Process endorsements, policy changes, and client requests
• Respond to clients quickly with a strong service mindset
• Identify cross-sell and upsell opportunities
• Work closely with insurers and underwriters
• Support Producers and collaborate across the team
• Maintain accurate documentation in your BMS (PowerBroker)

Must-Haves (You Will Not Be Considered Without These)

• 2+ years of personal lines experience in a brokerage
• Strong experience with renewals, remarketing, and servicing

What We’re Looking For

• Highly organized and able to manage multiple priorities
• Detail-oriented with a high level of accuracy
• Team player who builds strong internal & external relationships
• Comfortable in a fast-paced, client-focused environment
• Paid vacation + personal days
• Growth opportunities within the brokerage
• Supportive, team-oriented culture

This position is currently vacant and open to qualified applicants.

AI Disclosure Statement

We use AI‑enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching and interview scheduling support). All hiring decisions include human review.

Equal Opportunity Statement

FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.