Commercial LInes CSR - HYBRID 

Barrie, ON 

Job ID #40789

 

 

Our Client is wanting to continue grow a successful book of commercial business, and are looking for aCommercial Lines Customer Service Broker to collaborate with their Commercial Lines Producer toensure the right level of sales and service for our amazing commercial clients … makingyou a Commercial Lines sales and service super duo!

In this role, you get to play to your strengths and work autonomously yet be part of a larger teamcommitted to understanding our customers to ensure they are protected and get the level ofservice they deserve.

 

So what will you spend your days doing?

Key Responsibilities and Duties Work collectively with the Commercial Lines Producer to make sure renewals are delivered in atimely manner. Promptly respond to client, carrier, and colleague inquiries. Prepare, review & process new business, renewals, change requests and all associatedcorrespondence for delivery to insureds. Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimalinsurance solutions for your clients. Assist in remarketing policies as necessary. Serve as a liaison between clients and insurance carriers. Process certificates of insurance. Take new claim reports and submit them to the insurance carrier. Maintain detailed and accurate information in the broker management system. Diligent follow up on clients’ accounts to ensure outstanding issues and activities are resolved. Recognize and realize sales opportunities where it makes sense. Help create a customer-first mindset and culture

Qualifications Proven success in commercial lines. Outstanding communication, organizational and interpersonal skills. Previous experience working in a brokerage in commercial lines either in a TSR or CSR role. Prior working experience working in TAM is an asset. Working knowledge of Policy Works is an asset. It would be an asset if you held a RIBO license or have a willingness to obtain it.