Job Description

We are a well-established Property/Casualty Insurance Brokerage located in Mississauga, seeking an experienced (2+ years) RIBO-licensed Personal Line CSR with some knowledge of Commercial Lines (Preferable Not Mandatory).

If you are looking for an opportunity with a growing Insurance Brokerage, have a great personality with a desire to make insurance simple, clear, and easy for your clients, we would like to hear from you!!

Requirements: 

  • Current RIBO license
  • Working knowledge of Power Broker (Preferable), and Compu Quote
  • Working knowledge of MS Office - Word, Excel, and Outlook
  • Strong customer service experience (i.e. 2+ years’ experience as Personal Lines CSR)
  • High performance team player
  • Positive & outgoing attitude
  • Excellent verbal & written communication skills
  • Strong attention to detail & accuracy
  • Excellent organization skills
  • Ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner 

 Key Responsibilities include: 

  • Handling incoming client requests promptly and efficiently
  • Upholding service standards to all clients
  • Front line u/w for existing and new client files
  • Super-qualify prospective clients
  • Providing premium estimates &  best “solution” for clients & prospects
  • Completing  application process for new clients
  • Remarketing of existing accounts, where necessary
  • Documenting account changes in client files
  • Completing renewal applications and order reports
  • Sending all required documentation to clients
  • Promoting  account-rounding with clients
  • Promote cross-selling & up-selling opportunities
  • Proactively striving to develop accounts with incoming/outgoing calls & clients visits
  • Completing customer-satisfaction calls 
  • Basic office duties

If you are looking for a challenging and rewarding career, please submit your resume to Monika. 

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Property Casualty Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

RIBO

Minimum Experience Required

1 to 2 Years

Views

2238