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Insurance Customer Service Representative

1 month ago


Whitby ON, Canada BIG - Whitby Full time
Job Title: Personal Lines CSR

Job Summary:

We are seeking a highly motivated and organized Personal Lines CSR to join our team at BIG - Whitby. As a key member of our sales and service team, you will be responsible for managing inbound client inquiries, supporting the sales team, and adhering to underwriting guidelines and processes.

Key Responsibilities:

  • Manage inbound client inquiries and outbound client follow-up
  • Support the sales and service team
  • Adhere to underwriting guidelines and processes
  • Manage Renewals: review and re-market policies, identify gaps and opportunities, make recommendations based on individual needs
  • Opportunity to earn more through sales and monthly incentives

Qualifications:

  • Minimum 1 year RIBO License and 1 year general insurance brokerage experience
  • Ability to work independently and set daily tasks and goals
  • Ability to organize and prioritize incoming tasks to meet client expectations
  • Strong interpersonal and communication (written and oral) skills
  • Prior experience with Powerbroker (or similar) & Company Portals

What We Offer:

  • Competitive base salary with ability to earn more
  • 100% work remotely
  • Opportunity to grow and develop
  • Encouraged to be creative, innovative and autonomous