Our Client has a great opportunity for a Personal Lines CSR to join their team!

Benefits of joining our firm: Friendly, personable environment – great location. The preferred candidate will be self-motivated and well organized, with a proven ability to manage multiple tasks, and follow-up on uncompleted tasks.

The CSR will:

• Manage & service an assigned split of Personal Lines Business – approximately 1.5 million;
• Create and maintain relationships with new and existing clientele;
• Prepare renewals, endorsements and confirmation to clients;
• Prepare alternate quotes and remarkets – cross-sell & up-sell;
• Responsible for the overall retention and growth of an existing book of business;
• Create and maintain relationships with our Insurance Company Partners;
• Keep abreast of new Personal Lines Insurance products, rates, laws & regulatory changes;
• Work closely with other team members as part of a cohesive group;
• Provide information and make recommendations to the Manager;
• Other duties as required to achieve team objectives.

Required experience:

• A Current RIBO License
• Working knowledge Broker Management Software: Power Broker (an asset); Word, Excel; as well as web-based applications;

Required Skills:

• Attention to detail and able to work in a fast-paced team environment.
• Proficient computer literacy & keyboarding skills;
• Ability to embrace technology & quickly embrace new computer programs & Management Systems;
• Strong Customer Focus;
• Excellent Verbal & Written Skills;
• Respond to client’s needs by producing binders, certificates, policies and other related items accurately and in a timely manner;
• Maintain an up-to-date record of communication with clients;

The preferred candidate will be self-motivated and well organized, with a proven ability to manage multiple tasks, and follow-up on uncompleted tasks.