Insurance Client Service Representative
1 week ago
Job Summary
We are seeking a skilled Insurance Client Service Representative to join our team at Jones DesLauriers. As a key member of our team, you will be responsible for providing exceptional client service and support in all aspects of insurance management.
About the Role
The successful candidate will have a minimum of 1-2 years of experience in personal insurance, preferably with a R.I.B.O designation and working towards C.I.P or C.A.I.B. certification. You will possess excellent written and verbal communication skills, as well as strong organizational abilities.
Responsibilities
- Provide technical assistance to Client Managers
- Discuss concerns or outstanding information with underwriters
- Support Client Managers as needed
- Prepare comparison quotations on renewals when necessary
- Create new business documents for signatures
- Action renewals, new business, endorsements, and claims
- Process change requests on EPIC
- Review and invoice renewals and endorsements
- Issue in-house endorsements and new business on company portals
- Release renewals after making changes
- Scan and attach documents to EPIC
- Quote cross-sells and upsells
- Issue pink slips as needed
Requirements
- Minimum 1-2 years of personal insurance experience
- R.I.B.O designation required, preferably working towards C.I.P or C.A.I.B. certification
- Client development/relationship management experience
- Ability to work independently with strong written and oral communication skills
- Proficiency in Outlook, Word, and EPIC
Estimated Salary Range: $55,000 - $65,000 per year
Benefits
We offer a competitive compensation package, including full benefits and an RRSP matching program. Our goal is to provide a supportive and inclusive work environment that fosters growth and development.
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