Personal Lines Account Manager - 2 Positions

Customer Service Representative – Personal Lines
Location: Vaughan

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About Us:

Our client is a well-established and client-focused insurance brokerage located in Toronto. We are committed to providing tailored insurance solutions and outstanding customer service to meet the evolving needs of our clients. As we continue to grow, we are seeking an experienced and dedicated Customer Service Representative to join our Personal Lines team.

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Position Summary:
The successful candidate will be responsible for delivering exceptional day-to-day customer service to our personal lines clients, managing policy changes, and supporting our producers. This role requires a client-focused professional with a strong knowledge of personal lines products, excellent communication skills, and a proactive approach to client service.

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Key Responsibilities:

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·       Provide outstanding customer service to clients by responding to inquiries, addressing concerns, and offering support.

·       Process policy changes in a timely and accurate manner.

·       Conduct renewal reviews and remarket policies when necessary to ensure best coverage and pricing.

·       Maintain strong professional relationships with insurance carriers and underwriters.

·       Assist producers with documentation, follow-ups, and other support tasks as needed.

·       Report claims on behalf of clients and ensure smooth follow-up communication.

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Qualifications:

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·       RIBO license required.

·       CAIB or CIP designation preferred.

·       Minimum 5 years of customer service experience in an insurance brokerage setting, specifically within personal lines.

·       Strong working knowledge of personal lines insurance products and coverages.

·       Proficiency in using industry software such as TAM and Comprehensive Quoting (C.Q.), as well as insurer portals.

·       Excellent written and verbal communication skills.

·       Strong organizational skills, attention to detail, and ability to multitask effectively.

·       Self-motivated team player with a positive attitude and professional demeanor.

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