Full-Time Personal/Commercial Lines CSR

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

Job Description

Join a strong team in a High Park area traditional brokerage – the benefits of a larger company with the flexibility and personalized approach of a smaller firm. Growing brokerage, needs a Personal/Commercial Lines CSR.

Primary Activities:

Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
Quoting new business
Contacting Underwriters and Adjusters to discuss guidelines and policy
Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
Keeping current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives

Required Qualifications:

3+ years Insurance Customer Service experience
RIBO licensed
Post Secondary Education
Proficiency with Power Broker and company portals, MS Office – Word, Excel, Outlook
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills
Knowledge of Commercial Small Business Accounts preferred

Want to know more? Let’s Chat!

Refer to Job ID J-24388