
Personal Lines CSR
- North York, ON
- Permanent
- Full-time
- A fantastic company culture with lots of team building and social events
- RRSP Matching
- Extended health and dental benefits package
- 3 weeks vacation + 6 personal days and your birthday off
- Opportunities to grow internally
- Prepare and complete applications, endorsements, binders and invoicing
- Recommend additional coverages and pursue cross selling / up selling opportunities
- Perform annual renewal reviews and risk exposure analysis of policies
- Process insurance policy changes, renewals and cancellations
- Maintain control of renewal expiration lists, binders, audits, and aged receivables
- Respond to client inquiries, company requests and insurance company representatives via telephone, incoming e-mail and mail
- Update and maintain electronic client files in BMS and ensure all required documentation and activities are recorded
- Minimum 2 years of service experience in an insurance brokerage setting
- RIBO License required
- TAM experience considered an asset
- Experience working various insurance company portals
- Strong client service skills are essential
- Ability to work on-site is required