Licensed Insurance Service Agent

Caradoc Townsend Mutual; Waterford; On-site; CAD 50,000 - 70,000; Full time

Job summary

Ctmins is seeking a Licensed Insurance Service Agent in Waterford, Ontario. This full-time role provides efficient customer service to a Personal Lines book of business, focusing on retention and generating new business through cross-sell opportunities.

Key responsibilities include responding to policy inquiries, managing renewals, and ensuring documentation standards. The ideal candidate should have at least 3 years of insurance experience and an OTL License or RIBO License, along with strong communication skills.

Qualifications

• Minimum 3 years front-line insurance experience.
• OTL License or RIBO License is required.
• Valid Ontario Driver’s License.
• Ability to work independently and within a team.

Responsibilities

• Responds to customer enquiries for policy changes.
• Manage an expiry list to ensure all renewals are issued.
• First point of contact for Claim reporting.
• Champion a culture of kindness, diversity, and respect.

Skills

Customer service experience

Strong communication skills

Time management skills

Detail-oriented mindset

Education

College Diploma in a business subject

Tools

Applied Epic

Job description

Licensed Insurance Service Agent

Location: Waterford, Ontario | Department: Sales | Contract type: Permanent, Full-Time

Job Overview

The Licensed Insurance Service Agent provides efficient and professional customer service to an assigned Personal Lines book of business. This salaried role is relationship driven with a focus on strong retention results. New business opportunities are created through cross sell and referrals.

Key Accountabilities

• Responds to customer enquiries for policy changes, offering coverage explanations and recommendations
• Manage an expiry list to ensure all renewals are issued, and complete reviews including generating ITVs
• Follow team workflows and processes
• First point of contact for Claim reporting
• Generate proofs of insurance including Liability Slips and Binders
• Follow documentation standards for all client-related conversations
• Champion a culture of kindness, diversity, and respect by living the CTM Values
• Perform other related duties as assigned

Qualifications

• Minimum 3 years front-line insurance experience
• OTL License (Agent License) or Registered Insurance Broker of Ontario License (RIBO) to be changed to OTL
• Valid Ontario Driver’s LicenseCustomer service experience with a passion to provide prompt and professional service
• Strong communication and time management skills
• A detail-oriented mindset
• Familiarity with Applied Epic would be an asset
• College Diploma in a business subject would be considered an asset
• Ability to work independently and within a team

Accessibility Statement

CTM is committed to providing a barrier-free work environment in concert with the provincial guidelines for accessibility (Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, Ontario Only). As such, CTM will make accommodations available to applicants with disabilities upon request during the recruitment process.

Human Rights Statement

CTM strives to ensure that its employment practices are free from direct and indirect discrimination and is committed to upholding the human rights of those participating in the hiring process. In pursuit of this commitment, CTM will not condone or tolerate any acts of discrimination or harassment under any of the grounds protected under human rights legislation. This commitment extends to the hiring process and throughout the course of employment.