Job Description

 

The Mitchell & Abbott Group Insurance Brokers Ltd. is hiring a Personal Lines Customer Service Representative.  We've been in business in Hamilton since 1921 and are located on the Hamilton Mountain. 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. The salary will be commensurate with experience.

 

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 SigXP

 

 

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

RIBO

Expertise Area

Broker: Broker-Personal

Minimum Experience Required

5 to 6 Years

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