Personal Lines Service CSR

Job Description

<h3>Job Description</h3><p>Job Description<p><strong>Personal Lines Service CSR</strong><br /><strong>Vaughan, Ontario</strong><br /><strong>$58,000 - $68,000</strong><br /><strong>Hybrid</strong><br /><strong>Employee Benefits</strong><br><br> Our client is a boutique insurance brokerage located in Concord. They offer a supportive workplace environment and understand the importance of balancing career goals with life outside of work. If you&#39;re looking for a brokerage with strong values and an excellent team culture, this could be a great fit.<br><br><strong>Key Responsibilities</strong><br /><ul><li>Achieve performance targets set by the Department Lead</li><li>Provide timely, professional service to clients via phone and email</li><li>Manage renewals from start to finish, including review, recommendations, and remarkets when needed</li><li>Process endorsements, policy changes, new business, and related documentation</li><li>Maintain accurate records in TAM and insurer/company portals</li><li>Prepare and issue renewal documentation once updates are completed</li><li>Support cross-selling and upselling opportunities where appropriate</li><li>Prepare new business packages for signatures and processing</li><li>Address payment and billing issues in a timely manner</li><li>Complete underwriting requests and gather required supporting information</li><li>Manage reports including MVR, Autoplus, and HITS</li><li>Assist the team as needed, including issuing pink slips and handling miscellaneous tasks</li></ul><br /><strong>Qualifications & Experience</strong><br /><ul><li>Active RIBO licence in good standing</li><li>4 years of Personal Lines brokerage experience</li><li>Strong communication skills and a client-first service mindset</li><li>Confident managing client relationships and renewals independently</li><li>Organized, detail-oriented, and able to manage multiple priorities</li><li>Strong team player with a positive, solution-focused approach</li><li>Comfortable working in Outlook, Word, and EPIC (would be an asset)</li></ul></p></p>