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Personal Lines CSR RIBO

4 months ago

Vaughan, Canada Engineering Search Firm Inc Full time

We are seeking an experienced Personal Lines Customer Service Representative to join our team.

This salaried position is ideal for someone who excels at providing full service to clients. This individual will work within a team of professionals - each assigned a portfolio of accounts - working with our producers, our insuring partners and an assigned portfolio of clients handling renewals, endorsements, assessing risk exposures, providing recommendations for a suitable insurance program, guiding clients through claims, preparing applications and proposals.

Not your average customer service position With our focus on customer service we are always looking for new and dynamic ways to improve every aspect of our customers' experience. Our caring staff combined with our various technology offerings give our customers the best of both worlds.

The successful candidate will have a minimum of 2 years experience in a brokerage setting with a track record for providing excellence in customer service. You use every customer interaction as an opportunity to learn more about their individual circumstance and provide thoughtful, appropriate insurance advice.

Attention to detail is a must for this role along with a willingness to be part of a collaborative team.

Responsibilities include:

  • Providing friendly and professional service to our clients
  • Respond to all incoming calls, emails and faxes for the assigned book of business
  • Responsible for all aspects of an assigned book of business
  • Reviewing Policy Renewals, endorsements and customer service on accounts through company established workflows
  • Processing new policy applications, renewals, endorsements and follow-ups in an accurate and timely manner
  • Reviewing renewals for adequacy of coverage, which includes quoting and remarketing when necessary
  • Meet assigned retention targets

Requirements:

  • RIBO licensed
  • Minimum 2 years experience as a Personal Lines CSR in a RIBO Licensed brokerage
  • Conscientious, with a strong attention to detail and high level of organization and accuracy
  • TAM OR Agency Manager knowledge
  • Excellent verbal and written communication skills
  • Proficient computer skills and working knowledge of Microsoft Office programs
  • Ability to multi-task, prioritize and follow-up on uncompleted tasks in a timely manner
  • Working knowledge of company portals
  • Able to work in a “paperless” environment
  • Self-starter and team player

Education & Knowledge:

  • RIBO licence (active and in good standing) is required
  • Computer proficiency with Word and Excel is required; experience with The Agency Manager (TAM) and/or EPIC, Compu-Quote and broker portals would be considered an asset