Our client is a family-owned brokerage that operates in the Durham Region, primarily servicing the GTA – Northumberland County. They are rapidly expanding and are looking to hire a Commercial Lines CSR.
The ideal candidate is comfortable hitting the ground on an existing book of business. You are self-motivated, resourceful and have an entrepreneurial spirt willing to wear many hats. You will work with Producers on their commercial portfolios, building long-term relationships with the Producers, various Underwriters, and the clients you manage. You have a keen eye for detail and take pride in your work and the ability to help others. You are able to see the bigger picture and can recognize and address new business opportunities.
Roles & Responsibilities:
Day to day client management and account maintenance. Act as one of the primary points of contact on CL accounts; responsible for maintaining key client and insurer relationships
Process policy changes, endorsements, cancellations, payments, and inquiries
Review and assess coverages as required and identify when changes are needed and recognize there are cross-selling and up-selling opportunities
Assist Producer with new business submissions, proposals, quotes, remarkets and binders as required
Initiate, negotiate and process renewals
Provide confirmation of insurance
Manage claim submissions and advocate for clients during the claims process
Review and issue Certificates of Insurance and liability slips as required
Assist with office administrative duties as required
Qualifications:
Attention to detail, organized and solutions oriented in a fast paced, multi-faceted environment
Currently holds a RIBO license in good standing
College diploma and/or university degree or equivalency
Experienced in delivering client-focused solutions based on customer needs with the ability to deliver positive customer experiences
Proven sales ability to round-out accounts and create new business opportunities
Self starter and ability to build efficiencies within your daily workflow
Min 5 years as a Commercial Lines CSR
Knowledge of insurance markets and reference to markets
Knowledge of insurance rating and underwriting procedures
Experience with the Broker Management Systems (PolicyWorks, Applied Epic, Applied Rating Services, CSR24 and Insurer Portals) an asset.
Proficient with Microsoft Office products
Communicates effectively and efficiently
Benefits and Compensation:
Business casual dress
Company events, social hours, and opportunities to give back to our community
Group Benefits plan
Paid Personal/Sick Days, vacation days
Mobile phone reimbursement opportunity
Flexible work arrangements (hybrid)
Additional Information:
The selected candidate is expected to work in office, but there is flexibility to work from home on an occasional basis.
Interested? Let's connect!
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