Full-Time Personal Lines Customer Service Broker
Job Description
Do you work for an old-fashioned broker with ancient technology? Are they falling behind the best industry practices instead of growing? Our technology is one of our strengths!
Not ready to head back into an office full time? This could be the opportunity you’re looking for!
We are looking to bring a new CSR, working remotely, onto the Team!
The Job Description:
This is a customer service role. You will enjoy our team meetings, growth sessions and ongoing training classes so you can learn more, earn more, and contribute your ideas to the rest of your team members.
Your work will focus on 4 main lines of business: home insurance, tenant insurance, auto insurance and motorcycle insurance. There could be exposure to commercial insurance in the future.
Our new customers approach us online, call in or visit our office. Your role as a RIBO Customer Service Representative is key in our organization because we have high aspirations. We are working hard to continue our position as a major insurance broker in Ontario.
Our current staff came to work for us and stayed for years, for good reasons. We are a business that delivers stability and prosperity.
Primary responsibilities include:
Provide customers with exceptional service and an excellent experience every time
Answer customers’ questions and address concerns
Prepare insurance quotes and sell, upsell and/or cross sell insurance policies
Prepare and review renewals with customers and remarket policies as required
Connect with insurers and underwriters to discuss and submit risks
Upload new business and process policy changes and endorsements on company portals
Assist and provide support to producers when required
Document claims information on files
Report and follow up on claims on behalf of customers
Other sales or service projects as required
The Opportunity for Growth (Really Does Exist Here):
You will be joining a growing organization, at the right time in our growth curve, to allow you to shape and advance your career.
Our Client is ooking to attract exceptional brokers that love the opportunity to take on broader and more meaningful assignments and manage their careers. We want you to contribute ideas and energy to the growth of an award-winning organization.
Are you energetic, passionate, dynamic and love learning? Are you committed about advancing in your career as a broker? Then this could be the opportunity you have been waiting for!
The Latest Technology Awaits You:
We believe that you need the best tools to work with. That’s why technology adoption is an intrinsic part of our success. Our investment in the latest cutting-edge technology allowed us to continue to be successful during the recent pandemic and will into the future!
What It Takes – You Have to Be Able To:
Prepare accurate quotes by using the Applied Rating Services (Compuquote) software
Accurately read and interpret Hits, MVR and Autoplus reports
Experience with SIGXP an asset
Enjoy providing customer service and helping customers
Connect with insurers and underwriters to discuss auto insurance and home insurance risks. Exposure to specialty insurance (e.g. marine insurance) is minimal
Be a ‘Go-Getter’ and maintain a positive “Can Do” attitude
You Need:
RIBO license is a must.
Min 2-5 years Customer Service experience within an insurance brokerage
Good working knowledge of personal lines insurance policies and coverages
Proficient in the use of Applied Rating (CompuQuote), able to quote independently both home and auto risks
Proficient in the use of a Broker Management System (ideally SigXP)
Good working knowledge of several insurance company portals such us Intact, Aviva, Travelers, Wawanesa, Pembridge, Jevco etc.
Skilled in Microsoft Office (Outlook, Word, Excel)
Dedicated team player with a strong work ethic and desire to achieve
Very strong attention to detail
Strong multi-tasking and time management skills
Excellent organizational, interpersonal, written, and oral communication skills
Prior work on Commercial Lines risks is an asset
INTERESTED?! LET’S CONNECT FOR A CHAT! Refer to job id J-28018
How to Apply
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