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Personal/Commercial Lines CSR
Concord, ON

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Customer Service Rep to Assist Principle Broker - Concord/Vaughan 

NO REMOTE - FULL TIME IN OFFICE 

Refer to JOB ID# 30295

Our Client has a great opportunity for a Customer Service Representative to join a small family brokerage, and working directly with the Principle.   This brokerage was established over 50 years ago, they take pride in providing excellence. As this is a small brokerage you would be exposed to both Personal Lines and Commercial products (Small Business to Mid )  The CSR performs the essential functions of the position, which include supporting the service needs of clients. Specific service responsibilities are assigned. Meets sales, service, and quality standards adopted by the agency. PRIMARY RESPONSIBILITIES AND DUTIES

  • Reviews current client coverage’s and recommends changes in coverage and in markets, as needed to ensure high quality coverage.
  • Processes renewals and remarkets, as needed.
  • Assists clients with making coverage changes and completes all service requests for clients.
  • Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverage’s and exclusions to clients. Uses every service contract as opportunity to review and market appropriate coverage.
  • Handles direct billed “walk in” payments. Verifies coverage status processes, as appropriate. Provides receipt.
  • Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.
  • Prepares summaries of insurance, schedules and proposals, using computerized system.
  • Assists clients in submitting first reports of claims. Obtains adjustors or visits from agency staff, facilitates prompt response from company staff and follow up on claims status to keep insured’s informed and to work toward settlement of claims.
  • Maintains orderly electronic files and information, following agency standards.
  • Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows up.
  • Surveys insured’s’ loss exposures and recommends coverage at every service opportunity.
  • Processes incoming mail requests and responds promptly and appropriately.
  • Verifies accuracy of all direct bill cancellation notices, and take appropriate action.
  • Implements agency credit and collection policy in regard to agency-billed personal lines clients.
  • Personal and Organizational Development:
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
  • Keeps informed regarding industry information, new product information, coverage’s, and technology to continuously improve knowledge and stay current.
  • Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to contribute to the business efforts of the agency.
  • Maintains and updates technical manuals, and understands its use to perform technical tasks and expedite customer service requests.
  • Perform other miscellaneous duties as assigned by agency management.

 KNOWLEDGE, SKILLS, AND ABILITIES

  • Must have and maintain a valid RIBO license.
  • Experience with TAM, CQ and Outlook
  • College education or equivalent insurance experience.
  • Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
  • Ability to understand written and oral communication, and interpret abstract information.
  • Full knowledge of insurance products and usages.
  • Adequate knowledge of rating procedures, coverage’s, and industry operations to effectively manage, maintain, and underwrite assigned client and prospect lists.
  • Full knowledge of insurance markets and reference to markets.
  • Ability to utilize computer programs and understand functionality.
 
WHAT WE OFFER
 
-$50,000 plus 30% on NB premium written 
- Free Parking
- RIBO fees paid 
- 3 weeks vacation 
- Will train PL CSR for this position if right fit 
 
If you have been searching for a GOOD home complete with a GREAT environment this could be the ONE!
 
 
Interested? Let's Chat!
 
Call me or Text Me!  519-572-6095

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