Personal Lines CSR

Impact Recruitment; Toronto; On-site; CAD 45,000 - 60,000; Full time

Job summary

A well-established insurance brokerage in Toronto is seeking a service-oriented CSR to manage personal lines. Responsibilities include processing applications, renewals, and pursuing cross selling opportunities. The ideal candidate should have at least 2 years experience in an insurance brokerage and hold a RIBO License. This position offers excellent benefits including RRSP matching and three weeks of vacation.

Benefits

Fantastic company culture

RRSP Matching

Extended health and dental benefits

3 weeks vacation + 6 personal days

Opportunities to grow internally

Qualifications

• Minimum 2 years of service experience in an insurance brokerage setting.
• RIBO License required.
• Ability to work on-site is required.

Responsibilities

• Prepare and complete applications, endorsements, binders and invoicing.
• Recommend additional coverages and pursue cross selling / up selling opportunities.
• Process insurance policy changes, renewals and cancellations.

Skills

Client service skills

Cross selling

Risk exposure analysis

Education

RIBO License

Tools

BMS

TAM

Job description

Overview

A well-established Insurance Brokerage in North York is currently expanding their Personal Lines team and are in need of a service-oriented CSR to support day-to-day portfolio management

Benefits

• A fantastic company culture with lots of team building and social events
• RRSP Matching
• Extended health and dental benefits package
• 3 weeks vacation + 6 personal days and your birthday off
• Opportunities to grow internally

Responsibilities

• Prepare and complete applications, endorsements, binders and invoicing
• Recommend additional coverages and pursue cross selling / up selling opportunities
• Perform annual renewal reviews and risk exposure analysis of policies
• Process insurance policy changes, renewals and cancellations
• Maintain control of renewal expiration lists, binders, audits, and aged receivables
• Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail
• Update and maintain electronic client files in BMS and ensure all required documentation and activities are recorded

Qualifications

• Minimum 2 years of service experience in an insurance brokerage setting
• RIBO License required
• TAM experience considered an asset
• Experience working various insurance company portals
• Strong client service skills are essential
• Ability to work on-site is required

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.