Customer Service Representative
7 months ago
A RIBO license is required for this position.
Boutique brokerage serving Hamilton and surrounding communities since 1958 has a position available for RIBO licensed Personal Lines Customer Service & Sales Representative.
Reporting to the Office Manager, you will be responsible for personal lines production as well as the day to day servicing of existing accounts: remarketing renewals and cancellations ensuring standard renewal retention is maintained, endorsement processing and invoicing, and claims management and reporting.
This role will focus on growing the personal lines book of business requiring qualification of prospects, new business quoting and binding, and following up on all quotes provided in accordance with well established internal quality standards. The goal of this role is to identify, quote, and bind the target client profile that Lakeside is seeking.
We offer a competitive compensation package including benefits, and pay for continuing education and professional development.
MINIMUM REQUIREMENTS
- RIBO Licence
- Post Secondary Diploma.
PREFERED
- 3+ years Personal Lines experience in property and casualty insurance sales and service and/or underwriting
- The Agency Manager (TAM), company portals, Rating Services experience
- Some working knowledge of commercial lines products
- 2 Year Insurance Program graduate an asset
- CAIB and/or CIP designations or working towards
PERSONAL CHARACTERISTICS
- Reliable and eager to work
- Willingness to work cooperatively with others
- Self motivated with an ability to assume accountability and work independently
- Professional interpersonal and communication skills (written and verbal)
- Excellent organizational and effective time management skills
Schedule:
- Monday to Friday
Work Location: In person
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