Personal Lines Customer Service Representative
IDj-67257
Job TypeDirect Hire
Remote TypeOn-Site
Compensation$50000 - $60000 / yr
Personal Lines Customer Service Representative (Licensed)
Woodbridge, ON · Full-time · [In-office]
Woodbridge, ON · Full-time · [In-office]
j-67257
Salary: TBD, based on experience
Our Client is an independent brokerage in Woodbridge.
We place programs for QSR and franchise groups, contractors, medical aesthetics clinics,
hospitality businesses and holding companies, plus private clients. We are a growing team where your
work is visible and your input matters.
hospitality businesses and holding companies, plus private clients. We are a growing team where your
work is visible and your input matters.
The Role
You will service a portfolio of home and auto clients from quote through renewal. You will be their go-to
contact for policy changes, coverage questions and claims support.
You will service a portfolio of home and auto clients from quote through renewal. You will be their go-to
contact for policy changes, coverage questions and claims support.
What You will Do
• Quote and place new home, auto, tenant and condo policies
• Process endorsements, vehicle and driver changes, and pink slips
• Manage renewals: review coverage, re-market when needed and present options
• Pull and review MVRs and DASH reports
• Explain coverage clearly
• Assist clients with claims reporting and follow-up
• Handle billing, payment plans and cancellations
• Keep client files complete and compliant with RIBO and E&O standards
• Quote and place new home, auto, tenant and condo policies
• Process endorsements, vehicle and driver changes, and pink slips
• Manage renewals: review coverage, re-market when needed and present options
• Pull and review MVRs and DASH reports
• Explain coverage clearly
• Assist clients with claims reporting and follow-up
• Handle billing, payment plans and cancellations
• Keep client files complete and compliant with RIBO and E&O standards
What You Bring
• Active RIBO license (required)
• 2 - 5 years servicing personal lines at a brokerage
• Knowledge of Ontario auto and habitational coverage
• Experience with a broker management system (Epic) and a rating tool (Applied Rating Services),
preferred
• Friendly, clear communication by phone and email
• Strong organization and attention to detail
• Active RIBO license (required)
• 2 - 5 years servicing personal lines at a brokerage
• Knowledge of Ontario auto and habitational coverage
• Experience with a broker management system (Epic) and a rating tool (Applied Rating Services),
preferred
• Friendly, clear communication by phone and email
• Strong organization and attention to detail
Nice to Have
• Experience with high-value home and auto clients
• Exposure to small commercial accounts
• Experience with high-value home and auto clients
• Exposure to small commercial accounts
Let's talk!
Always on the Hunt for You !
Lexi Williams
Senior Insurance Recruiter
437-234-3420
BIG ENOUGH TO SERVE YOU …small enough to know you