Personal Lines CSR – Ottawa

Personal Lines CSR – Ottawa

Comma Recruitment are looking for RIBO licensed service staff to service a book of existing Personal Lines business, make amendments, policy changes, provide coverage advice, renewals, cross sell and up sell relevant products. This is a full time, salaried role, benefits, vacation package, ongoing training and mentoring with a large, multi-national brokerage.

Position Summary:

To provide front-line customer service for Personal Insurance policies and taking responsibility for the retention and account development of existing clients, quote and place new business as required.

What you will be doing:    

• Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
• Sell new policies/writing new business to existing or new clients, retain existing book of business
• Quote new business through outbound call initiatives, introductory letters and receiving walk-in clients
• Complete administrative tasks for the commercial department
• Contact Underwriters and Adjusters to discuss guidelines and policy
• Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
• Keep current on underwriting rules and workflow processes
• Actively participate in training initiatives
• Participate in community marketing initiatives

What you bring to the table:

• RIBO Licensed
• Minimum of two years insurance experience
• Two or more years customer service experience
• Exposure to insurance systems, EPIC is an asset
• Proficient in MS Office – Word, Excel, Outlook
• Excellent customer services skills and adept in conflict resolution
• Demonstrated ability to handle multiple priorities successfully
• Strong analytical and organizational skills
• Excellent verbal and written communication skills

Please forward resume to [email protected]