Personal Lines CSR (service only - no commission)   

Mississauga, ON (hybrid 1 day at home after probation)

J-64879

Our Client is committed to supporting their clients with personalized, trustworthy, and comprehensive insurance solutions. As their brokerage continues to grow, they are looking for a reliable and detail-oriented Customer Service Representative (CSR) to join our team and provide critical administrative and service support to our brokers and clients.

Position Overview:

The CSR is responsible for assisting brokers with the back-end processing of personal and/or commercial insurance files. You will support the team by handling documentation, data entry, policy changes, endorsements, and client communications as needed.

Key Responsibilities:

•          Process endorsements, renewals, cancellations, and new business documentation.

•          Review client files for accuracy and completeness, ensuring compliance with underwriting guidelines.

•          Communicate with insurance carriers to obtain quotes/approvals, policy documents, and updates.

•          Assist brokers with administrative tasks and client follow-ups.

•          Maintain client records in our broker management system.

•          Provide prompt, professional, and friendly support to both clients and internal team members.

Qualifications:

•          Minimum 1 year of experience in an insurance support or administrative role (brokerage experience preferred).

•          Knowledge of personal or commercial insurance products and processes.

•          Strong attention to detail with excellent organizational skills.

•          Proficient with Microsoft Office, Broker Management Systems and Rating Software (e.g., Power Broker, Applied).

•          Excellent written and verbal communication skills.

•          Ability to multitask and prioritize in a fast-paced environment.

•          RIBO License is an asset but not required.