Personal Lines Insurance CSR (Remote)

DGA Careers; Aurora; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance recruiting firm is seeking a Personal Lines Insurance Customer Service Representative to provide exceptional service remotely. The role requires 5+ years of experience in an insurance brokerage, a RIBO License, and strong communication skills. Join a collaborative team dedicated to exceeding client expectations and making insurance easier for clients.

Qualifications

• 5+ years experience in personal lines service in an Insurance Brokerage.
• Strong attention to detail and high level of organization.
• Excellent verbal and written communication skills.

Responsibilities

• Provide friendly and professional service to clients.
• Manage all aspects of an assigned book of business.
• Review and process policy renewals accurately.

Skills

Attention to detail

Communication skills

Multi-tasking

Team collaboration

Self-starter

Education

RIBO License

Tools

SIGXP

CompuQuote

Microsoft Office

Job description

Overview

Personal Lines Insurance Customer Service Representative (Remote) Job 9806

Want to make an impact? Our awesome client is on the lookout for a rockstar Insurance Customer Service Representative, Personal Lines, to join their super cool team. If you're all about giving customers your undivided attention and aligning their needs with quick assessments, this is your chance to shine!

You'll be working independently, but with a team that’s got your back, helping clients breeze through the insurance process. Our client is looking for someone with 5+ years of experience in a traditional insurance brokerage setting and who knows how to make every client feel like a priority. If you're great at understanding unique needs and offering the perfect solutions that leave clients feeling confident and secure, we want to hear from you!

Key Accountabilities

• Provide friendly and professional service to each client in a timely manner
• Respond to all incoming calls and emails for an assigned book of business
• Manage all aspects of an assigned book of business as a productive team member
• Review and process policy renewals, endorsements and follow ups accurately through company established workflows
• Ensure renewals have adequate coverage to include quoting and remarketing as necessary
• Meet assigned retention targets with the team

Key Qualifications/Attributes

• Must require a RIBO License for all interactions with clients
• Minimum 5+ years experience with personal lines service in an Insurance Brokerage
• Conscientious with a strong attention to detail and high level of organization and accuracy
• Excellent verbal and written communication skills
• Ability to multi-task, prioritize and follow-up on uncompleted tasks in a timely manner
• Self-starter and collaborative team player
• Able to work in a “paperless” environment
• Working knowledge of Company portals to include Aviva, Travelers, Wawanesa, SGI, etc.
• Experience working with SIGXP and CompuQuote
• Proficient computer skills and working knowledge of Microsoft Office programs

Experienced candidates please forward your resume in confidence to or text437-227-8719. If you are working with another DGA recruiter, feel free to ask them about this position. Only qualified applicants will be contacted.

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach vital key influencers and passive candidates nationally.

Contact

Name: Danielle Alexander
Phone: [phone]
Email: [e-mail]