Personal Lines CSR

We are seeking a Personal Lines Service Broker to join our team in Hamilton, ON.

In this role, you’ll assess clients’ insurance needs, provide tailored advice on personal and commercial coverage options, and match clients with the most suitable insurance solutions.

The Personal Lines Service Broker will:

• Assessing the client’s individual insurance needs (exposure identification) and obtaining quotes from insurers
• Using professional knowledge and expertise to assist clients in obtaining personal quotes from insurers
• Using professional knowledge and expertise to assist clients in obtaining personal and/or commercial insurance based on assessed needs
• Treating all clients in a fair, professional, and friendly manner
• Provide professional insurance advice and guidance, including, but not limited to, advising on coverage options available in the marketplace
• Ensuring that available discounts the client qualifies for are applied
• Responding to client inquiries promptly via telephone and/or email (whichever the client prefers)
• Completing any client requests such as, but not limited to, policy changes, contacting 3rd parties to confirm coverage (i.e., lawyers, financial institutions, dealerships, etc.), and handling payment requests

• Gather any information requested by insurers, and correspond with insurers in a friendly and professional manner
• Act on clients’ behalf to ensure claims are handled quickly and fairly (acting as the client’s claims advocate) when it becomes necessary
• Ensuring all applicable insurance company portals, as well as the broker management system, are fully documented after every client interaction
• Adhere to, without exception, and at all times, the RIBO Code of Conduct. Related, the broker must also have a solid understanding of the RIBO definition of “Misconduct”
• Follow and adhere to instructions given by management, in particular file maintenance, collection of premiums, binding authority, and workflow instructions
• Be in compliance with any and all provincial licensing requirements at all times, in particular those relating to continuing education credits

To be successful as a Personal Lines Service Broker you will need:

RIBO license required

• Minimum of 3 years of insurance industry experience
• Strong communication skills, both written and verbal
• Effective organization, time management, and multi-tasking skills
• The ability to work in a fast paced environment

• Other industry qualifications such as CIP and CAIB
• Experience with Sig, Applied Rating Services, AS400, and other company portals an asset

What's in it for you:

• Learn by working alongside our experts
• Extended health care and dental benefits
• A retirement savings plan with company contributions
• A suite of Health & Wellness offerings
• Mental Health programs and support for you and your family
• Competitive compensation

ALWAYS ON THE HUNT FOR YOU !