Customer Service Representative
2 days ago
We are currently seeking a motivated and detail-oriented Customer Service Representative (CSR) to join our team in Windsor. The CSR will play a key role in supporting our producers and servicing our valued clients with excellence and efficiency.
Key Responsibilities:
- Respond to customer inquiries via phone, email, and in-person
- Provide policy information, process changes, and issue documentation
- Follow up on renewals, outstanding documents, and customer requests
- Work closely with brokers to ensure accurate and timely service
- Maintain up-to-date client files in our management system
- Identify cross-sell opportunities and refer to appropriate brokers
Qualifications:
- RIBO license
- Previous experience in insurance or customer service preferred
- Strong communication, organizational, and problem-solving skills
- Proficiency with Microsoft Office and broker management systems (e.g., SIG, Power Broker, Acturis) is an asset
- Ability to multitask in a fast-paced, team-oriented environment
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