Personal Lines Csr

5 months ago

Richmond Hill, Canada Safeway Insurance & Financial Services Full time

Safeway Insurance and Financial Services is always looking for amazing people to join the team

If you are passionate about delivering an exceptional client experience, building meaningful relationships, staying organized, and positively impacting our culture in an environment that encourages growth and continued education then keep reading

**Get to Know Us**:
StoneRidge Insurance Brokers (SIB) has a long history of service and advice to clients throughout Ontario. Our growth has been fueled by a dedicated team of experienced professionals supported by solid partnerships with the top insurance carriers in Canada. In recent years we have expanded our operations to additional convenient locations that better meet our clients’ needs.

We value our customers. In order to remain a “Best in Class” brokerage, we are committed to providing a quality level of service to our clients through our Rock Solid Protection. Rock Solid Protection is our mantra and we have built on this to develop our Quality Assurance Program, offering our clients a consistent level of service every time.

A division of SIB, Safeway Insurance and Financial Services has been diligently serving our clients for over 55 years

We specialize in providing the consumer with a large selection of property casualty insurance products along with a variety of financial products such as life insurance and investment options.

As an Insurance Brokerage, we do not work for any particular insurance company, we work for you. Having said that, the insurance companies we do represent are all financially sound insurers who share our vision of quality service, innovative products and competitive pricing.

**The opportunity**:
We are looking for a full time Personal Lines CSR who is eager to join a growing team.

The incumbent will contribute to the Personal Lines division and work closely with a team to provide exceptional service while meeting sales targets.

**A day in the life**:

- Maintaining accurate records of new business transactions, accounts receivable, suspense’s, and retained business.
- Servicing an book of personal lines clients.
- Problem-solving regarding different coverages, rating, claims, and competition.
- Assisting with marketing of accounts.
- Maintaining positive working relationships with internal and external vendors.
- Providing client support throughout the claims process.
- Building relationships with clients and recommending the appropriate coverage to suit their individual needs.
- Maintaining a client portfolio which includes computer filing and company software.
- Other duties as assigned.

**What we provide**:
We are dedicated to the ongoing growth and development of our employees and are committed to providing the education and tools required to be successful in their career. This includes:

- Team and one-on-one mentorship.
- Engaging work environment.
- Comprehensive group benefits package.
- Paid time off.
- RRSP and DPSP program.

**What you bring to the team**:

- Strong written and verbal communication skills.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving skills.
- Independent and self-motivated.
- Strong teamwork and collaboration skills.
- Strong data entry and typing proficiency.
- Proficient with Microsoft Office Suite or related software.
- Proficiency using a BMS.

**Education & Experience**:

- Minimum three years’ insurance experience.
- RIBO license is required.
- CIP, CRM, or another insurance designation is considered an asset.

*SIB is an equal opportunity employer that values a diverse workforce of creative minds.

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- RRSP match
- Vision care

Schedule:

- Monday to Friday

Work Location: In person

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