Customer Service Broker

7 days ago

Brockville, Canada Collectivfide Full time

If you love being a broker, working with a tight-knit team who cares like crazy about their customers and helping each other, then this could the change you are looking for. Here at W.C. Burgess Insurance, we are continually striving to invest in our people, processes, and technology. We want to ensure that not only do our teams have the right tools they need to be successful, but that we create an environment where people feel great about the work they do and where they work.

Although this role is primarily personal lines, if you happen to have commercial or farm insurance experience, we would love that, as we are looking to grow our commercial book.

We are looking for someone to work in the office with us as the rest of the team is in the office and it makes for a fun and engaging atmosphere So what will it be like to work here? Here’s what our employees had to say from our most recent employee engagement survey.
- “We treat each other as though we are family”_
- “We take great care of our clients” _
- “the company allows education and networking opportunities”_

**So, What Will You Spend Your Days Doing?**

Working as part of a team, actively service, maintain, and help grow a personal lines book of business. More specifically:

- You will service an existing book with a focus on new business sales to grow your book through things like referrals, cross/upsell and support from marketing.
- Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarket and cancellations.
- Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients; they are looking to you to be their trusted advisor to make sure they have the right protection for their unique needs.
- Take new claim reports, help clients navigate through this process with empathy, and submit them to the insurance carrier
- Diligent follow up on clients’ accounts to ensure outstanding activities are resolved.

**QUALIFICATIONS**
- Must be RIBO licensed.
- Minimum 1 year Personal Lines Broker experience.
- Proven track record servicing an assigned book of business.
- Remain current and develop expertise in assigned markets, staying open to new market opportunities.
- Working knowledge of PowerBroker & Applied Rating Services is an asset.

We are committed to providing accommodations and to achieving a barrier-free workplace for individuals with disabilities. Should you require an accommodation to participate in our recruitment process, we will support you by considering your individual accessibility needs and work together on a solution.

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