CSR Personal Lines

Insurance Brokers Association of BC; Legnica; On-site; PLN 114,000 - 152,000; Full time

Job summary

Insurance Brokers Association of BC is seeking a detail-oriented Customer Service Representative for our Personal Lines Division. The role emphasizes accurate processing of new business, endorsements, renewals, and policy documentation, with a focus on exemplary client service.

Collaboration with producers and teammates is key. Ideal candidates hold a Level 1 General Insurance Licence and strong written and verbal communication skills in English; Mandarin/Cantonese is a plus, and familiarity

Qualifications

• Level 1 General Insurance Licence.
• Minimum 1 year of insurance experience (preferred not required).
• Excellent interpersonal, written and verbal communication skills.
• Proficient in English; Mandarin/Cantonese an asset.
• Proficient in MS Word, Excel, Outlook; EPIC and Applied Rating Services, ICBC portals an asset.
• Good technical insurance knowledge of coverages.
• Excellent attention to detail to ensure accuracy.
• Team player with strong work ethic.

Responsibilities

• Provide outstanding service and recommend products to clients.
• Respond and process new business and endorsements.
• Manage renewals by reviewing and remarket as needed.
• Review and ensure accuracy of policy documentation from Insurers.
• Maintain accurate records and digital documents for all transactions.
• Collaborate effectively with team members and support for producers.
• Prioritize duties effectively and proactively.
• Provide backup support for processing ICBC transactions and related duties, as needed.
• Perform other related duties and responsibilities as a CSR.

Skills

Interpersonal skills

Written communication

Verbal communication

Attention to detail

Team player

Work ethic

Tools

MS Word

MS Excel

Outlook

EPIC

Applied Rating Services

ICBC portals

Job description

We are currently seeking a detail-oriented Customer Service Representative in our Personal Lines Division. Candidates who may not meet the minimum qualifications but possess relevant skills and a strong desire to learn, may be considered.

Requirements

• Level 1 General Insurance Licence
• Minimum 1 year of insurance experience (preferred not required)
• Excellent interpersonal, written and verbal communication skills
• Proficient in English; Mandarin/Cantonese an asset
• Proficient in Microsoft Word, Excel, Outlook; EPIC and Applied Rating Services, ICBC and other Insurers' portals an asset
• Good technical insurance knowledge of coverages
• Excellent attention to detail to ensure accuracy
• Team player with strong work ethic

Duties And Responsibilities

• Provide outstanding service and recommend products to clients
• Respond and process new business and endorsements
• Manage renewals by reviewing and remarket as needed
• Review and ensure accuracy of policy documentation from Insurers
• Maintain accurate records and digital documents for all transactions
• Collaborate effectively with team members and support for producers
• Prioritize duties effectively and proactively
• Provide backup support for processing ICBC transactions and related duties, as needed
• Perform other related duties and responsibilities as a CSR