Insurance CSR - Personal Lines 3+ Yrs. Exp must be Ribo Licensed

Waterloo, ON

If you are currently residing in Southern Ontario preferably in the Waterloo area, we have an incredible opportunity for a Ribo licensed Personal Lines CSR with a license in good standing and a minimum of 3+ years experience. 

You will be expected to provide exceptional customer service to clients by following company procedures and protocols set forth in this fast-paced working environment. You also adhere to all company polices and be compliant in dealing with any customers.  Our client does prefer for individuals to work in office as often as possible and will only consider any sort of hybrid model following the completion of training.

You will have:

• A Ribo in good standing
• Proficiency with SigXP and CompuQuote/Applied Rating, MS Office
• The ability to use software, portals and navigate online
• Order reports to confirm driving records; Autoplus and MVR reports
• Estimate and prepare fully completed applications for home/auto insurance
• Completing/sending submissions to various insurance companies
• Follow up with various insurance companies on new submissions
• Complete policy changes on various insurance company portals, while engaging with the clients on the phone / in office
• Communicate with insurance companies regarding underwriting requirements
• Review policy renewals for accuracy, proper rating/coverage and complete renewal letters with recommendations when necessary
• Complete market searches if required for remarketing 
• Follow up with clients regarding registered letter cancellations and returned payments
• Upsell and cross sell when appropriate
• The ability to prioritize and manage workload and adapt to changing environments

We are looking for:

• A strong and effective communicator
• A team member with the ability to work through situations with clients and co-workers
• Assess personal insurance needs through policy reviews
• Continue to make recommendations for existing clients
• Order reports to confirm driving records (Autoplus and MVR) 
• Estimate and prepare fully completed applications for both property and auto insurance
• Complete policy changes on various insurance company portals, while in the process of working with clients over the phone or in the office
• Communicate with insurance companies regarding underwriting requirements
• Review policy renewals for accuracy
• Proper rating/coverage and complete renewal letters with recommendations when necessary or complete market search if required for remarketing
• Begin process of claims from clients and report to insurance companies while following guidelines for client follow-up
• Follow up with clients regarding registered letter cancellations
• Follow up on returned payments
• Upsell and cross sell where appropriate
• Able to prioritize and manage workload and the ability to adapt to situations

While we appreciate all those who apply, we will only be contact those individuals that qualify for this role. Please submit your resume in confidence today for consideration.