Job Description

Customer Service Representative - Commercial Lines

Our client, a large Vancouver based Insurance Brokerage, is seeking an energetic Commercial Lines Customer Service Representative to join their busy team. The qualified individual will take responsibility for understanding their client’s insurance needs in order to nurture and manage the client relationship to ensure the highest level of client service. This role is to manage and coordinate the day to day functions of the account through efficient communication along with accurate use of systems and technology. Perfect for those with some commercial exposure, or personal lines professionals with a level 2 license. 

Duties and Responsibilities:

  • Account service coordination and first point of client contact
  • Arrange and participate in meetings, conferences and project team activities
  • Preparation of all client documentation including invoices and certificates of insurance
  • File creation and organization of client documentation
  • Manage workload according to importance and prioritize effectively
  • Administration of the client renewal process
  • Handle Endorsement Requests and policy changes
  • Correspondence with Underwriters
  • Cross selling and upselling to other lines of business
  • Follow up on outstanding documents from the Insured or from the Insurer
  • Coordinate with Insurers as required to support the broking function
  • Checking policy documents for accuracy
  • Manage, organize an update relevant data
  • Prospective client research 


  • High school diploma
  • Minimum 1-2 years commercial experience working with clients and insurers
  • Level 2 Insurance License
  • Entrepreneurial mindset and an ability to identify opportunity
  • Positive interpersonal skills including excellent verbal and written communication
  • High level of personal accountability
  • Ability to work independently and within a team
  • Problem solving skills including the ability to be resourceful
  • Strong computer literacy with proficiency in Microsoft Office
  • Experience with agency management systems

 Interested candidates, please contact Jen Duff at If you are working with another DGA Recruiter, feel free to ask them about this position.

Founded in 1986, DGA Careers specializes in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. DGA Careers assists qualified professionals in claims, underwriting, sales, customer service, and more, connect with the Canadian insurance industry at all levels. We endeavour to respond to each applicant in a timely manner.

Job Posting Details

Job Type


Market Segment

Commercial Insurance

Company Type

Recruiting Consultants

Languages Required


Education Required

Insurance License Level 1
Insurance License Level II

Minimum Experience Required

1 to 2 Years