Full-Time Personal Lines Customer Service Representative
Job Description
POSITION: Personal Lines Customer Service Representative
LOCATION: 101-2000 Garth St., Hamilton Ontario L9B 0C1
REPORTING TO: Personal Lines Manager
POSITION SUMMARY:
The Mitchell & Abbott Group Insurance Brokers Ltd. is hiring a Personal Lines Customer Service Representative. The successful incumbent will be responsible for the full end to end customer experience cycle; servicing the client with their insurance needs from the moment they call and inquire to binding coverage accurately and professionally.
RESPONSIBILITIES:
Respond promptly to telephone, email and fax enquiries, ensuring a high level of service is maintained
Renewal review, recommendations, comparison quotes and remarket when needed
Total account sales awareness, cross sell and up sell as much as possible
Action all renewals, endorsements and claims
Process change requests on company portals, when needed
Review and invoice all endorsements (and renewals, if necessary)
Issue in-house endorsements and new business on company portals, when needed
Release renewals after making appropriate changes , when needed
Scan and attach documents to our client management system
Quote cross sells and up sell as much as possible
Issue pink slips when needed in addition to completing miscellaneous duties as assigned
Prepare new business documents to be sent for signatures, etc.
Report order: MVR, Autoplus, HITS
Support other members of the team when needed
REQUIREMENTS:
Minimum 5 years personal insurance experience
R.I.B.O is required and preferably working towards CIP or CAIB designation
Client development / relationship management experience
Superb interpersonal skills, presentation skills and attention to detail
Ability to be a self starter with strong written and oral communication skills in addition to strong organizational skills
Proficiency in Outlook, Word and EPIC
We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
How to Apply
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