Position Details

Personal Lines Customer Service Broker
(45,000 - 58,000) in Mississauga, ON

Job Description

Job #J00000055

Fantastic opportunity calling!

Come join a great team. Great pay! + benefits + pension. Looking for a team player whom has min 2 years personal lines, account management experience. Must be able to work in a fast high paced environment. 

Key Job Responsibilities

  • Respond to all client inquiries in a timely manner and act as back-up when other CSB’s are unavailable.
  • Review renewals for coverage, accuracy and market when required
  • Adhere to binding authority set out by carriers
  • Process and/or review all transactions
  • Follow internal workflow
  • Achieve division retention goals
  • Identify upsell opportunities, explain and recommend to clients
  • Identify cross selling opportunities and produce quality leads to sales team
  • Discuss any potential problems or concerns the client may have with the Account Executive in the first year of business including notification of non-payment cancellations

Educational and Experience Requirements

  • RIBO License is required 
  • University Degree or College Diploma, CAIB and/or CIP designation an asset
  • 3-5 years personal insurance experience
  • Knowledge of EPIC an asset 
  • Comprehensive and effective verbal/written communication skills
  • Ability to work well under pressure with minimum supervision in a team environment
  • Strong emphasis on a positive team dynamic 
  • Excellent time management and organization skills
  • High attention to detail and accuracy
  • Ability to multi-task between a variety of tasks, projects, and deadlines