Insurance Client Service Representative

1 week ago


Toronto, Ontario, Canada Jones DesLauriers Full time

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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