Full-Time Personal Lines CSR
The PL CSR will:
Work with an assigned Producer within the Personal Lines Department – Approx: 3 million however this particular Producer services her own book.
Process policy changes for this Producer via company portals.
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;
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.
A Current RIBO License
Working knowledge Broker Management Software: Power Broker (an asset); Word, Excel; as well as web-based applications;
Working knowledge of insurance company portals. Aviva is a MUST.
A good understanding of underwriting concepts as it relates to Personal Insurance.
Attention to detail and able to work in a fast-paced team environment.
Strong work ethics
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.
How to Applyinfo@yourrecruiter.ca
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