Job Description

Personal Lines CSR
Hamilton, Ontario

Responsibilities include:


  • Providing exceptional day to day customer service to clients
  • Processing policy changes
  • Maintain professional relationships with Insurers and Underwriters
  • Assist and provide support to Producers as required
  • Processes call backs, submissions and mail in a timely manner
  • Flexible to perform various assigned tasks
  • Promotes company features and benefits as part of ongoing portfolio reviews
  • Cross sell a variety of products at every opportunity
  • Promotes client loyalty through attention to detail and relationship building
  • Remains current on all company philosophies and procedures
  • Accepts risks within established guidelines


RIBO in good standing

Strong Customer Service 
2+ years experience working at a brokerage in personal lines
Servicing a book of personal lines customers
Experience with EPIC (an asset)
Use of Applied Rating
Experience working with multiple Insurance company portals
Ability to work in a fast paced  "team" environment
Ability to process policy changes, cancellations, new  business on both the BMS Maintain professional relationships with Insurers and Underwriters
Post secondary education
Strong computer skills
Have a professional telephone manner
Ability to  communicate effectively with clients, both verbally and in writing
Have excellent organization and time management skills
Have excellent interpersonal skills

Job Posting Details

Job Type


Market Segment


Company Type

Recruiting Consultants

Languages Required


Education Required


Minimum Experience Required

3 to 4 Years

Salary (annually)

from $50,000 to $65,000