PERSONAL LINES SERVICE BROKER - VIP
Our client is focused on creating great relationships with their clients, partners, and the community at large. Knowing the unique needs of their customers, they leverage their longstanding relationships with Canada’s leading insurance providers to provide their clients with robust coverage at competitive pricing. In this role, you’ll be the trusted point of contact for personal home and auto clients—delivering exceptional service, expert guidance, and proactive policy management. You’ll play a key part in maintaining high client satisfaction, retention, and growth, while upholding the brokerage’s commitment to personalized service and professionalism. Client Service & Relationship Management Respond promptly to client inquiries via phone or in person, ensuring timely and professional communication. Greet walk-in clients promptly, providing friendly and efficient service. Manage claims proactively—report immediately, follow up with adjusters and clients, and maintain communication throughout the process. Conduct policy reviews, explain coverages and limits, and identify opportunities to fill gaps in protection. Handle billing inquiries, payments, and account reconciliations accurately and efficiently. Maintain professionalism when managing complaints or resolving client issues. Adhere to privacy and confidentiality regulations when handling client information. Administration & Processing Maintain accurate client records in the Broker Management System (BMS). Stay up to date with insurer communications, procedures, and underwriting guidelines. Utilize rating software and portals to process quotes, endorsements, and renewals efficiently. Ensure all documentation and correspondence are recorded accurately and on time. Education & Licensing High School Diploma (post-secondary education in Business or Insurance preferred). RIBO License required. Technical Skills Proficiency in MS Office (Word, Excel, Outlook). Experience with EPIC, rating software, and insurer portals including Chubb and Aviva Ovation. Strong computer literacy and attention to detail. Core Competencies Exceptional customer service and relationship-building skills. Strong organizational and multitasking abilities. Effective problem-solving and conflict resolution skills. Excellent listening, communication, and policy interpretation abilities. Team-oriented with a proactive, professional attitude. Be part of a respected brokerage with a strong reputation for client care and retention. Work in a supportive, in-office environment that values teamwork and professional growth. Opportunity to build lasting client relationships while developing your career in personal insurance. If you’re a detail-oriented and client-focused insurance professional who thrives in a collaborative environment, we want to hear from you! Always on the Hunt for You !
Key Responsibilities
Qualifications & Skills
Why Join Our Client’s Team?
AIRS, Professional Recruiter Certification
