Client Connection Liaison (Personal Insurance)
Location: Wasaga Beach, ON (with support for Shelburne and Mount Forest locations as needed)
About Crewson Insurance
Crewson Insurance is a family-owned insurance brokerage proudly serving our communities since 1985. With deep roots in Shelburne and growing locations in Wasaga Beach and Mount Forest, we are committed to providing expert, impartial insurance advice with a strong human connection.
We are known for being there when it matters most—no call centres, no policy-number mentality. Our clients are our neighbours, and our team thrives on delivering exceptional service, supporting one another, and giving back to the communities where we live, work, and play.
Position Summary
The Client Connection Liaison plays a key role in delivering the responsive, relationship-driven service Crewson Insurance is known for. Reporting to the Principal Producer & Manager, this position manages day-to-day client service requests, supports policy administration, and maintains accurate records while ensuring a consistently positive client experience.
Key Responsibilities
Client Service & Policy Administration
- Handle inbound client service requests in a professional, timely, and empathetic manner.
- Write new inbound personal lines house policies.
- Manage client and insurer requests including policy changes, quotations, billing inquiries, and information gathering.
Renewals & Documentation
- Review, process, and prepare renewal and endorsement declarations.
- Requote policies when required to ensure appropriate coverage and competitive pricing.
- Prepare client correspondence and process invoices accurately.
Collaboration & Communication
- Work closely with Account Managers to align on client needs and satisfaction.
- Communicate clearly with clients, insurers, and internal stakeholders.
- Respond to client inquiries within one business day whenever possible.
File Management & Compliance
- Maintain accurate Broker Management System (BMS) files and documentation.
- Ensure compliance with company procedures, insurer guidelines, and regulatory standards.
Professional Development & Team Support
- Maintain an active RIBO license and adhere to the RIBO Code of Ethics.
- Expand knowledge of insurance products and market trends.
- Support team members to ensure a seamless client experience.
Qualifications & Skills
Required
- Valid RIBO license in good standing.
- Strong customer service and communication skills.
- Excellent attention to detail and organizational abilities.
Inclusion Statement
Crewson Insurance values diversity and inclusion. We welcome applicants of all backgrounds, identities, neurotypes, and abilities. If you do not meet every qualification but are interested in this role, we encourage you to apply.
Pay: $24.00-$33.00 per hour
Benefits:
- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- Mileage reimbursement
- On-site parking
- Paid time off
- Profit sharing
- Tuition reimbursement
- Vision care
- Wellness program
Work Location: In person
