3 Days Left Broker

3 weeks ago


Ottawa, Ontario, Canada Insurance Brokers Association of Hamilton Full time
Broker/CSR Position at Haldimand Insurance Brokers Ltd.

We are hiring a full-time CSR to join our team. At Haldimand, we foster a professional and fun work environment while being community-minded.

We offer a flexible schedule that allows for a great work-life balance. Our focus is on building long-term relationships with our clients rather than setting sales targets.

As a key member of our team, you will be empowered to make decisions that benefit our clients.

Responsibilities:
  • Respond to client, carrier, and colleague inquiries
  • Handle incoming calls and welcome clients who visit our office
  • Prepare and process new business, renewals, and endorsements
  • Review underwriting information for accuracy and provide optimal insurance solutions
  • Process client payments and assist with billing inquiries
  • Advocate on the client's behalf with insurance companies
  • Cross-sell and up-sell to existing clients
  • Take new claims reports and submit to the insurance carrier
  • Follow up on client accounts to ensure outstanding issues are resolved
Qualifications:
  • At least 2 years' experience in Personal Lines
  • Excellent communication and organizational skills
  • Experience with Power Broker, Applied, and Company Portals


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