Licensed Insurance CSR — Policy Servicing & Renewals

Premium Insurance Brokers; Windsor; In loco; CAD 42.000 - 52.000; Tempo pieno

Descrizione del lavoro

Premium Insurance Brokers in Windsor seeks a licensed Customer Service Representative to support personal and commercial clients. You will handle policy servicing, renewals, endorsements, and client inquiries with accuracy and professionalism.

You will respond to inquiries by phone, email, and in person, process policy changes and renewals, bind coverage with insurer partners, and prepare certificates of insurance. RIBO licensure and at least 1 year of experience are preferred.

Competenze

• RIBO licence required or eligibility to obtain prior to start.
• Minimum 1 year of brokerage or insurer customer service experience preferred.
• Strong communication skills and professional phone manner.

Mansioni

• Respond to client inquiries by phone, email, and in person regarding policies, billing, and coverage questions.
• Process policy changes, endorsements, renewals, and cancellations in broker management systems.
• Obtain and bind coverage with insurer partners according to brokerage procedures and underwriting guidelines.
• Prepare certificates of insurance and proof-of-insurance documents when requested.
• Maintain accurate client records and documentation in compliance with RIBO requirements.
• Follow up on outstanding documentation, payments, and renewal requirements.
• Collaborate with brokers and account managers on complex client needs and remarketing opportunities.
• Support claims intake by gathering initial information and directing clients to appropriate carrier contacts.

Conoscenze

Communication skills

Phone etiquette

Attention to detail

Multitasking

MS Office

Broker systems

Strumenti

Broker management systems

Microsoft Office

Descrizione del lavoro

Premium Insurance Brokers in Windsor seeks a licensed Customer Service Representative to support personal and commercial clients. You will handle policy servicing, renewals, endorsements, and client inquiries with accuracy and professionalism.

You will respond to inquiries by phone, email, and in person, process policy changes and renewals, bind coverage with insurer partners, and prepare certificates of insurance. RIBO licensure and at least 1 year of experience are preferred.