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:

PERSONAL LINES:

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

COMMERCIAL LINES

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

Qualifications:

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!