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18 Jul 2022

Full-Time Commercial Lines CSR

JOB-BORN Executive Search Inc – Posted by CristinFilipuzzi Waterloo, Ontario, Canada

Job Description

Our client’s brokerage was founded in 1966 in the small farming town of Essex.  Their expansion into the Kitchener-Waterloo Region compliments the many offices in Southwestern Ontario. Their brokers take pride in listening and taking the time to understand what matters most to their clients.

They are looking for a Commercial CSR to join their team.  This person will be responsible for prompt, accurate and courteous commercial account management. This role is the primary liaison between the client, the Producer (where applicable) and the insurance company. The Commercial CSR acts as the advisor and advocate for the client in commercial insurance related matters while remaining in compliance with brokerage guidelines, procedures and service standards.

  • Respond to client inquiries
  • Respond to insurance company inquiries
  • Process policy endorsements
  • Review policies for accuracy when endorsements are made
  • Generate renewal reports
  • Review renewals for accuracy
  • Contact client to discuss renewals
  • Remarket policies when necessary
  • Identify opportunities to up-sell/cross sell
  • Provide quotes for clients when necessary
  • Quote prospects and complete new business applications when necessary
  • Provide binders/confirmation of coverage when necessary
  • Provide certificates when necessary
  • Notify producers of cancellations
  • Process cancellations
  • Generate billing transactions
  • Process billings
  • Report claims and assist clients with claims resolutions
  • Work as part of team with assigned Producer
  • Prepare submissions for new business and renewals
  • Prepare proposals
  • Set up finance contracts
  • Keep current on rates, forms, coverage changes through bulletins, trade publications and seminars
  • RIBO license required
  • CAIB or equivalent designation required
  • Excellent interpersonal and communication skills
  • Excellent organizational and problem solving skills
  • Effective time management skills
  • Customer service driven

Experience with SIG or Epic is a bonus.
1-5 years of Commercial Lines CSR experience

Compensation: $50-70K depending upon experience
Hybrid is available.
Interested?  Let’s Connect!

How to Apply

Always on the Hunt for You !
Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
BIG ENOUGH TO SERVE YOU …small enough to know you

Job Categories: Commercial Lines. Job Types: Full-Time. Job Tags: Commercial Broker, commercial jobs, Commercial Lines, CSR, insurance broker, and insurance jobs. Salaries: 60,000 - 80,000.

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