Full-Time Personal/Commercial Lines CSR
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.
- 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
- 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
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