Personal Lines Insurance CSR (Remote) - IW-9806

DGA Careers; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage is seeking a Personal Lines Insurance Customer Service Representative to join their team remotely. The ideal candidate has over 5 years of experience in personal lines service and a RIBO License. You will provide exceptional customer service, manage policy renewals, and ensure clients receive the best solutions. Strong attention to detail and excellent communication skills are essential for success in this role.

Qualifications

• 5+ years experience in personal lines service in an insurance brokerage.
• Strong attention to detail and organization skills.
• Ability to multi-task and prioritize tasks.

Responsibilities

• Provide professional service to clients in a timely manner.
• Respond to incoming calls and emails for assigned book of business.
• Process policy renewals and endorsements accurately.

Skills

Customer service orientation

Attention to detail

Verbal communication

Written communication

Multi-tasking

Education

RIBO License

Tools

SIGXP

CompuQuote

Microsoft Office

Job description

Personal Lines Insurance CSR (Remote)

Job title: Personal Lines Insurance CSR (Remote)

Description

Our client is looking for a rockstar Insurance Customer Service Representative, Personal Lines, to join their 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

We are an equal opportunities employer and welcome applications from all qualified candidates.

Job Details

• City: Aurora
• Job Type: Full-Time
• Education: RIBO
• Expertise: Broker-Customer Service , Broker-Personal
• Minimum experience required: 5 to 6 Years