Job Description

BST Insurance Brokers Ltd. is a well-established and growing brokerage.  “We strive to provide excellent customer service through friendly, knowledgeable and professional staff.”  Located in Pickering, Ontario, there is an immediate opening for a Personal Lines Customer Service Representative who will be responsible for the daily servicing of a personal lines portfolio of clients.  The successful candidate will enjoy an attractive salary and benefits package, as well as a significant incentive plan and team-oriented environment.

The Customer Service Representative will be responsible for reviewing and renewing existing policies, assessing risk exposure and ensuring proper coverage is in place.

 Daily responsibilities include the following:

Review existing policies with clients, clearly explaining coverage and limits and asking the right questions in order to determine and address needs and potential coverage gaps

  • Manage renewal of the portfolio to ensure high customer retention levels, remarketing accounts as necessary
  • Claims reporting, counselling and advocacy
  • Process policy changes on company web sites
  • Respond to client calls and answer inquiries relating to coverage and billing and provide quotations as required for potential policy changes
  • Provide support to sales staff as required
  • Resolve issues regarding client premiums, account reconciliation, and other issues as they arise
  • Prepare and provide to clients: proposals, applications, and certificates of insurance
  • Utilize the broker management system (Power Broker) to accurately input all client activity
  • Read, understand and address written work orders and contracts such as lease/finance agreements, mortgagee requirements, legislation, etc.

Qualifications:

  • RIBO licensed with minimum 2 years’ broker experience in personal lines.
  • Previous commercial lines experience is considered an asset.
  • High school diploma required; post-secondary education in Insurance preferred
  • Excellent customer service skills, problem solving and communication skills (both verbal and written).
  • Strong organizational skills with ability to prioritize and work with a sense of urgency
  • A true team player who is able to work independently with minimal supervision
  • Working knowledge of Broker Management System (Power Broker) and CompuQuote preferred
  • Working knowledge of company portals preferred

Please apply by sending your résumé and covering letter in confidence to greg@bstinsurance.com.

We thank all interested candidates however only those selected for interview will be contacted.

Job Posting Details

Job Type

Permanent

Market Segment

Insurance

Company Type

Insurance Brokerage

Languages Required

English

Education Required

Post Secondary Education
RIBO
Secondary School Diploma

Minimum Experience Required

1 to 2 Years

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