Insurance Service Broker - Licensed and Experienced Commercial Lines Must have Active Ribo
Waterloo, ON
Our client is currently looking for a Customer Service Broker in Commercial Lines Insurance. You must have a minimum of 3 years Commercial Lines insurance experience and have the ability to prioritize, manage all client interactions as well as the ability to multi-task. The insurance world is an ever-changing environment; therefore, we require someone to be adaptable. We are looking for an individual with a friendly and outgoing disposition, but one that can navigate according to situations as they occur. We are looking for a people person!
- MUST have a RIBO license in good standing
- Minimum 3 years of working experience in a brokerage as a Commercial Lines CSR or Broker
- Provide exceptional customer service by following all procedures and protocols
- Review policy renewals for accuracy, proper rating/coverage
- Strong ability to work in a fast-paced environment
- Effective communicator, with the innate ability to work through situations with clients / co-workers
- Assess commercial insurance needs through policy reviews
- Order reports to confirm driving records which include Autoplus and MVR reports
- Estimate and prepare fully completed applications for commercial auto insurance
- Make fundamental recommendations for existing clients
- Completing and sending submissions to various insurance companies
- Follow up with various insurance providers on new submissions
- Complete policy changes on various insurance company portals, while conversing with the clients on the phone / in office
- Communicate with insurance companies regarding underwriting requirements
- Complete renewal letters with recommendations when required
- Complete new market search if required for remarketing
- Take claims from clients and report to insurance companies and follow guidelines for client follow-up
- Follow up with clients regarding registered letter cancellations and returned payments
- Upsell and cross sell where appropriate
*Please forward your resume in confidence today. Don't delay contact us today!
