Enable job alerts via email!

Personal Lines, Insurance CSR (Remote) - IW-9682

DGA Careers

Newmarket, Keswick

Remote

GBP 10,000 - 40,000

Full time

30+ days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

An established industry player is seeking a dynamic Insurance Customer Service Representative specializing in Personal Lines. In this remote role, you'll provide exceptional service to clients, ensuring their insurance needs are met with precision and care. With over 5 years of experience in a traditional brokerage setting, you will manage your own book of business while collaborating with a supportive team. This position offers a chance to shine by making each client feel valued and secure. If you're a self-starter with a passion for customer service and a knack for detail, this could be your ideal opportunity!

Qualifications

  • 5+ years in personal lines service within an Insurance Brokerage.
  • Must hold a RIBO License for client interactions.

Responsibilities

  • Provide professional service to clients and manage assigned book of business.
  • Process policy renewals and endorsements accurately.

Skills

Customer Service
Attention to Detail
Communication Skills
Multi-tasking
Problem Solving

Education

RIBO License

Tools

SIGXP
CompuQuote
Microsoft Office
Company Portals (Aviva, Travelers, Wawanesa, SGI)

Job description

Personal Lines, Insurance CSR (Remote) - IW-9682

Date of modification:

Job number: IW-9682

Detail

Job title: Personal Lines, Insurance CSR (Remote)

Location: Keswick, Markham, Newmarket, Richmond Hill, Toronto, Vaughan

Description

Personal Lines Insurance Customer Service Representative (Remote)-Job#9682

Want to make an impact? Our awesome client is on the lookout for a rockstar Insurance Customer Service Representative, Personal Lines, to join their super cool team. If you're all about giving customers your undivided attention and aligning their needs with quick assessments, this is your chance to shine!

You'll be working independently, but with a team that’s got your back, helping clients breeze through the insurance process. Our client is looking for someone with 5+ years of experience in a traditional insurance brokerage setting and who knows how to make every client feel like a priority. If you're great at understanding unique needs and offering the perfect solutions that leave clients feeling confident and secure, we want to hear from you!

Key Accountabilities

  1. Provide friendly and professional service to each client in a timely manner
  2. Respond to all incoming calls and emails for an assigned book of business
  3. Manage all aspects of an assigned book of business as a productive team member
  4. Review and process policy renewals, endorsements and follow-ups accurately through company established workflows
  5. Ensure renewals have adequate coverage to include quoting and remarketing as necessary
  6. Meet assigned retention targets with the team

Key Qualifications/Attributes

  1. Must have a RIBO License for all interactions with clients
  2. Minimum 5+ years experience with personal lines service in an Insurance Brokerage
  3. Conscientious with a strong attention to detail and high level of organization and accuracy
  4. Excellent verbal and written communication skills
  5. Ability to multi-task, prioritize and follow-up on uncompleted tasks in a timely manner
  6. Self-starter and collaborative team player
  7. Able to work in a “paperless” environment
  8. Working knowledge of Company portals to include Aviva, Travelers, Wawanesa, SGI, etc.
  9. Experience working with SIGXP and CompuQuote
  10. Proficient computer skills and working knowledge of Microsoft Office programs

Experienced candidates please forward your resume in confidence to or text 437-227-8719. If you are working with another DGA recruiter, feel free to ask them about this position. Only qualified applicants will be contacted.

Information
  • Job Type: Full-Time
  • Education: RIBO
  • Minimum experience required: 5 to 6 Years
Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.