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16 Feb 2017

Full-Time Personal Lines – Customer Service Representative

Insurance Career Network posted by Elaine Kinsella – Posted by Insurance Career Network Inc. Kitchener, Ontario, Canada

Job Description

Insurance Career Network is a recruitment firm focused exclusively on the insurance industry.  Our relationships, knowledge and leading experience enable us to connect leading insurers, brokerage firm and independent adjusting firms with the most talented candidates for each role.

All inquiries remain CONFIDENTIAL

Personal Lines – Customer Service Representative

Our client is growing and looking for an energetic, enthusiastic PL CSR that can upsell, service and retain assigned accounts. Opportunity for growth with a good Brokerage.

Responsibilities:

  • Ability to respond to a high volume of calls on a daily basis
  • Responds to client requests and inquiries in a prompt and professional manner.
  • Analyses, counsels and recommends coverage to clients with the highest level of integrity.
  • Prepares applications, marketing, negotiating coverage and pricing with carriers.
  • Performs final quotation review and coverage selection. Reviews insurance coverage forms for adequacy and accuracy.
  • Enters all client information into the broker management system.
  • Conducts a review of renewal documents for correct coverage and issuance in a timely manner.
  • Provides cross sell and upsell recommendations to existing clientele.
  • Collects expiry dates on other lines of business from existing clientele.
  • Presents policy requests to insurance company underwriters in a professional manner, outlining all the information on a particular client.
  • Responds to insurance company underwriters in a timely manner.

Qualifications:

  • Post secondary education or equivalent work experience, with a minimum of two to five years industry related work experience; or, an equivalent combination of skills and experience.
  • RIBO licensed
  • Minimum of 2 years experience as a personal lines insurance broker preferred
  • Ability to obtain a broker license across Canada.
  • Experience using Agency Manager (TAM) is an asset.
  • Strong proficiency in email and word processing.
  • Strong verbal and written communication skills.
  • Results oriented with a strong customer service focus.

I look forward to assisting you in your next career advancement.

 

 

How to Apply

I look forward to assisting you in your next career advancement. Call Elaine at 416-703-5120 ext 204 or email your resume to elaine@insurancecareernet.com https://ca.linkedin.com/in/elaine-kinsella-26a37523 When you work with Insurance Career Network, you are working with an entire team of Insurance Recruiters. Our team has the contacts to help you find your next great opportunity.  

Job Categories: Broker. Job Types: Full-Time. Job Tags: broker, home and auto, insurance, personal lines, portals, ribo, and web based.

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