Personal Lines Insurance Representative

2 months ago


Whitby, Canada BIG - Whitby Full time

**Job Summary**

At BIG - Whitby, we are seeking a highly skilled and motivated Personal Lines CSR to join our team. As a Personal Lines CSR, you will play a critical role in managing inbound client inquiries and outbound client follow-up, supporting the sales and service team, and adhering to underwriting guidelines and processes.

**Key Responsibilities:**

  • Manage inbound client inquiries and outbound client follow-up to ensure exceptional customer service and build strong relationships with clients.
  • Support the sales and service team to drive business growth and revenue.
  • Adhere to underwriting guidelines and processes to ensure accurate and timely policy issuance.
  • Manage Renewals: review and re-market policies, identify gaps and opportunities, and make recommendations based on individual client needs.
  • Opportunity to earn more through sales and monthly incentives.

**Requirements:**

  • 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.

**Compensation:**

$40,000 - $50,000 + monthly bonus.

Only qualified candidates will be contacted.



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