Client Service Advisor

2 months ago


Markham, Canada Guthrie Insurance Brokers Ltd Full time

**Job Overview**

This responsibility is suited for those experienced, disciplined individuals who are detail oriented and capable of providing caring, responsive service and sales skills. Tasks include managing renewals, endorsements, incoming inquires, claims, marketing, and providing advice to clients and prospects.

Requirements include
- RIBO licensed and minimum of 3 years personal insurance customer service experience.
- Thorough knowledge of personal insurance policies and underwriting
- Alberta licensed an asset (or willingness to obtain)
- Proven experience in a customer service role, with a focus on building strong relationships.
- Strong English communication skills, both verbal and written, with the ability to convey information clearly.
- Strong problem-solving skills and attention to detail are essential for success in this role.
- Suitable education background and a demonstration of ongoing insurance education eg CAIB
- Efficient keyboard skills and knowledge of software including Power Broker, Applied Rating, Outlook, and Word.
- Discipline and ability to work either independently or in a team environment.

**Duties**
- Provide support for account management tasks, ensuring customers receive the necessary assistance with their accounts.
- Maintain up-to-date knowledge of company products and services to effectively address customer questions and concerns.
- Assist in resolving issues by coordinating with other departments as needed.

Pay: From $55,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- RIBO Licensed Personal Insurance: 3 years (required)

Work Location: In person


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