Insurance Customer Service Representative (CSR) - Personal Lines
Employment Type: Full-Time, In-Office (negotiable based on experience)
Location: Woodbridge, ON
Department: Personal Lines
The Opportunity
Our client, a growing, reputable insurance brokerage located in Woodbridge, ON, is looking for motivated and personable Customer Service Representatives to join our growing team. This is an opportunity to grow your hands-on experience in personal insurance, develop client relationships, and work alongside award winning brokers who are committed to helping you succeed. You will be responsible for managing the day-to-day servicing and growth of a $2M book of business (approximately) working hand in hand with Sales Executives (Producers), ensuring timely and accurate service and support.
Key Responsibilities
- Renewals
- Service requests
- Endorsements
- Remarketing
- Documentation
- Insurer interactions
Required Qualifications & Skills
- Experience: Minimum 5+ years of experience as a RIBO licensed Customer Service Representative (CSR) or Customer Service Advisor (CSA) within an Ontario insurance brokerage.
- Mastery of Applied Epic, minimum 3 years of experience.
- Licensing: Active Registered Insurance Brokers of Ontario (RIBO) license in good standing is mandatory.
- Ability to manage multiple accounts, prioritize tasks, and meet deadlines in a fast-paced environment.
What we offer:
· Competitive base salary ($65,000 - $75,000 base, negotiable based on experience)
· Performance-based bonuses and commission opportunities for cross-selling or new business generation
· Comprehensive health, dental, and vision benefits plan
· Paid vacation days and personal wellness days
· Paid RIBO licensing renewals and financial support for continuing education
Pay: $65,000.00-$75,000.00 per year
Work Location: In person
