Customer Service Representative

6 months ago


Pickering, Canada InsureLine Brokers (Enterprise) Inc Full time

**Commercial Lines - Customer Service Representative (RIBO Licensed)**

**Position Summary**: Service of Personal Lines Client accounts. Evaluate, select and offer best product, advise, claims support and pricing to customers.

**Skill / Behaviour Requirements**:

- Demonstrated proficiency at managing multiple and changing priorities/projects, and delivering results.
- Building long lasting relationships with customers is critical to our success.
- Able to work with long-term perspective in addressing broker or business area problems/issues.
- Ability to focus on the customer and their needs, ensuring a high quality of service is provided.
- Demonstrate excellent verbal and written communication skills.
- Demonstrate presentation skills and the ability to sufficiently summarize, recommend and implement coverages.
- Ability to foster and build good working relationships with customers and insurers.
- Demonstrated proficiency and resourcefulness in identifying and analyzing relevant data and defining critical issues and alternatives.

**Functions**:

- Ensure all company procedures are followed.
- Process all renewals and correspondence diligently and professionally.
- Ensure all binders, renewals and documentation is processed in a timely manner.
- Maintain customer files by documenting our Broker Management System efficiently
- Receive and return phone calls from customers and underwriters.
- Be able to effectively answer customer’s questions, resolve problems and provide

solutions.
- Work independently with underwriters and establish good rapport and respect for one another.
- Assist in ensuring quality risk selection and pricing to maximize brokerage profitability and increase retention.
- Ensure endorsements, renewals, reissues, and cancellations are reviewed and analyzed in accordance with corporate standards and guidelines_**.**_
- Consult with senior staff regarding unique or unusual risks to minimize adverse risk

selection and maintain the quality and profitability of the portfolio.
- Complete data entry to ensure timeliness of transaction processing concerning policy and customer information.

**Experience / Knowledge / Educational Requirements**:

- RIBO licenced with 3 years experience
- C.A.I.B., C.I.P., F.C.I.B., F.C.I.P., C.R.M., B.Comm, B.A. would be an asset.
- Knowledge of Broker Management Systems (EPIC), Compu Quote (ARS) and Insurance Company Portals
- Understanding and implementing brokerage underwriting philosophy.
- Working knowledge of Claims processes, Risk Management, Premium Accounting
- Working knowledge of Microsoft 365 - Word, Excel, Outlook, Teams
- Post-secondary education or equivalent combination of education and experience. (Business or related discipline).
- Effectively communicate with insurance companies on underwriting, billing, policy processing and claims.
- Demonstrate commitment to ongoing professional and technical development.

, In office & Hybrid Work From Home options

**Salary**: Commensurate to Work Experience

Looking for a highly motivated individual with a passion for providing excellent customer service, we want to hear from you

Avoid the rush to go downtown Toronto, we are close to Pickering Town Centre.

Join our team and be part of InsureLine Brokers (Enterprise), a dynamic brokerage that values its employees. We strive to be a costumer service centric brokerage.

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

**Salary**: From $50,000.00 per year

**Benefits**:

- Casual dress
- Flexible schedule
- On-site parking
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay

Application question(s):

- RIBO Licensed

Work Location: In person



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