Insurance Customer Service Broker

2 weeks ago

Waterloo, Canada Steele Insurance Associates, Inc. Full time

Experienced Insurance Customer Service/Commercial Lines Broker

Our client is currently looking for a Customer Service Broker in Commercial Lines Insurance. You must have a minimum of 3 years Commercial Lines insurance experience and have the abilityto prioritize, manage as well and the ability to multi-task. The insurance world is an ever-changing environment; therefore, we require someone to be adaptable to ever changing situations. We are looking for an individual with a friendly and outgoing disposition, but one that can navigate according to situations as they occur. We are looking for a people person

Responsibilities:

  • Provide exceptional customer service by following all procedures and protocols
  • Review policy renewals for accuracy, proper rating/coverage
  • Assess commercial insurance needs through policy reviews
  • Order reports to confirm driving records which include Autoplus and MVR reports
  • Estimate and prepare fully completed applications for commercial auto insurance
  • Make fundamental recommendations for existing clients
  • Completing and sending submissions to various insurance companies
  • Follow up with various insurance providers on new submissions
  • Complete policy changes on various insurance company portals, while conversing with the clients on the phone / in office
  • Communicate with insurance companies regarding underwriting requirements
  • Complete renewal letters with recommendations when required
  • Complete new market search if required for remarketing
  • Take claims from clients and report to insurance companies and follow guidelines for client follow-up
  • Follow up with clients regarding registered letter cancellations and returned payments
  • Upsell and cross sell where appropriate

Requirements:

  • Valid RIBO license in good standing
  • Minimum 3 years of working experience in a brokerage firm as a Commercial Lines CSR or Broker
  • Ability to work in a fast-paced environment
  • Effective communicator, with the innate ability to work through situations with clients / co-workers

Don't delay, and apply today

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