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Join a Growing and Supportive Insurance Brokerage. Our client, a well-established and highly respected insurance brokerage, is looking to add an experienced Personal Lines CSR to their in-office team. This is an excellent opportunity for someone who takes pride in delivering exceptional client service and enjoys working in a collaborative, fast-paced environment. If you’re detail-oriented, proactive, and passionate about building strong client relationships, this role offers a great platform for long-term growth.
Job Responsibility:
Manage and service an assigned portfolio of personal lines clients with a high level of accuracy and care
Process renewals, endorsements, policy changes, and billing inquiries in a timely manner
Assist clients with claims inquiries and provide ongoing support throughout the process
Prepare quotes and complete portal entries across multiple markets
Work closely with producers and house accounts within an alpha-split structure to ensure seamless client service
Maintain organized workflows and prioritize tasks effectively in a high-volume environment
Requirements:
Minimum 5 years of experience in personal lines insurance servicing
Active RIBO license
Strong understanding of personal insurance products, policies, and procedures
Experience with EPIC is considered a strong asset
Excellent communication and interpersonal skills with a client-first approach
Ability to navigate insurer portals, manage claims support, and process endorsements accurately
Nice to have:
Experience with EPIC
What we offer:
Comprehensive Health & Dental benefits
RRSP matching program
Commission opportunities on self-generated business
Supportive team environment with opportunities for professional growth