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24 Jun 2022

Full-Time Personal/Commercial Lines CSR

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

Job Description

Our Client is adding a RIBO Licensed, Hybrid CSR; operating in the Durham Region, primarily servicing the GTA – Northumberland County.

The ideal candidate is experienced in the Personal Lines realm but is also interested in learning and supporting the Commercial Lines book of business. You are self-motivated, resourceful and have an entrepreneurial spirit willing to wear many hats. You will work with Producers on their personal portfolios, building long-term
relationships with the Producers, various Underwriters, and the clients you manage and generate new business opportunities. You will also learn from and support the Commercial Account Managers on the Commercial portfolio.

Roles & Responsibilities:


  • Day to day client management and account maintenance. Act as one of the primary points of contact on PL accounts; responsible for maintaining key client and insurer relationships
  • Process policy changes, endorsements, cancellations, payments, and inquiries
  • Review and assess coverages as required and identify when needs change and there are cross-sell and up-sell opportunities
  • Assist Producer with new business submissions, proposals, quotes, remarkets and binders as required
  • Initiate, negotiate and process renewals
  • Provide confirmation of insurance
  • Manage claim submission and advocate for clients during claims process
  • Responsible for generating new business opportunities in alignment with targets


  • Process endorsements
  • Review and issue Certificates of Insurance and liability slips as required
  • Process small business renewals
  • Assist with office administrative duties as required


  • Attention to detail, organized and solutions oriented in a fast paced, multi-faceted environment
  • Currently holds a RIBO license in good standing
  • Experienced in delivering client-focused solutions based on customer needs with the ability to deliver positive customer experiences
  • Proven sales ability to round-out accounts and create new business opportunities
  • Self starter and ability to build efficiencies within your daily workflow
  • Min 1-2 years as a Personal Lines CSR
  • Willingness to learn and support Commercial Lines
  • Knowledge of insurance markets and reference to markets
  • Knowledge of insurance rating and underwriting procedures
  • Experience with the Broker Management Systems (PolicyWorks, Applied Epic, Applied Rating Services, CSR24 and Insurer Portals) an asset.
  • Proficient with Microsoft Office products

Benefits and Compensation:

  • Business casual dress
  • Company events, social hours, and opportunities to give back to our community (post COVID 19)
  • Group Benefits plan
  • Paid Personal/Sick Days, vacation days
  • Mobile phone reimbursement opportunity (2022)

Compensation will vary based on experience. Base + Commission

Great Opportunity!! 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: Personal Lines. Job Types: Full-Time. Job Tags: commercial, CSR, insurance, insurance jobs, and personal lines. Salaries: 40,000 - 60,000.

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