Customer Service Representative for Personal Lines

Job Description Entails: 

• Speak to customers daily basis

• Typing speed at least 40WPM 

• Assist clients with all their requests

• Knowledgeable in billing/transactions posting in Epic

• Opening claims for clients

• Processing Endorsements/Policy changes

• Pulling reports from CGI/Dash

• Cross Selling Policies for auto, property referring commercial to CCSR. 

• Sending slips

• Emailing policy documents

• Uploading new business when required

• Attaching Applications

• Familiar with Outlook, Indio, EPIC, Powerbroker, Insurance company portals, Ring Central Phone system

• Time Management 

• Requesting documentation from clients- void cheque, ownership, photos of vehicle, drivers license copies 

• Speak politely, and knowledgeable on how to communicate with underwriters from insurance companies

• Ask insurance companies for reinstatement of policies when cancelled

• Speak to underwriters and be familiar with complete requests when required by clients

• Remarketing clients, quoting clients when renewal received from markets and placing clients with alternative markets, sending clients applications for auto and habitational policies. 

Ideal Candidate 

• Must be RIBO licensed with at least 1-year prior experience

• Speaks English. Spanish, Farsi, Urdu/Hindi are assets.

• Is punctual when logging in when working remotely or in person

• Adapts quickly to a fast-paced work environment

• Ability to work under pressure/deadlines 

• Is required to work from the office 5 days a week from 10-6pm

• RIBO Licensed

• Team Player

• Completes all tasks required with minimal supervision 

• Familiar with underwriting guidelines, rules, looking up answers for questions in the manual before taking the concern to the insurance company