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13 Jan 2016

Full-Time Commercial Lines CSR Ad Number: 24799

AB Consulting – Posted by Toronto, Ontario, Canada

Job Description

Our client Downtown Toronto is looking for the following Commercial Lines CSR for their small business unit:



RIBO license in good standing

Manage a designated portfolio of client accounts

Maintain excellent client relationships to maximize retention

Maintain relationships with company underwriters and claims adjusters

Continuous service based on customer needs, advising on insurance matters, assessing needs, exposing gaps in coverage, recommending solutions, answering inquiries

Renewal review assessments – check for accuracy, adequate coverage, limits and closing gaps in coverage

Remarkets as required

Identify up-sell opportunities and provide clients with expanded product offerings

Stay current on underwriting rules and guidelines

Processing renewals and endorsements

Provide claims advise and liaise with company reps as needed to deliver a positive claims experience

Provide training for new hires

Serve as a mentor for junior CSR’s


Follow up on leads provided by the brokerage

Contact prospective clients

Qualify new customers

Work with our insurance companies to negotiate rates

Prepare quotes to present to the insured

Submit description of client’s business

Determine best product from market responses

Review quotes to ensure accuracy

Presentation to client

Request required changes

Outgoing personality


Strong written and oral communication skills

Strong organizational and proven leadership skills

Proficiency in Outlook, Word and TAM

Accuracy and attention to detail

Time Management


Although we appreciate all those who apply, we will only be reaching out to those candidates that are being considered for this role.  Please note that we keep resumes on file for one year.  Thank you to all applicants!  Forward your resume in confidence to

Job Categories: Customer Service and Manager Commercial Lines. Job Types: Full-Time.


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