Personal Lines CSR
JOB-BORN Executive Search
Oakville, ON, Canada
11d ago

Oakville, ON Salary

$50,000 - $55,000 Job Type

Apr 24, 2019 Job ID

2667546 Personal Lines - CSR

Fantastic Opportunity and environment

  • New collaborative and shared spaces
  • Easy access to major highways (Gardiner, QEW, 403, 407)
  • Fully equipped staff room
  • Free parking on site
  • State of the art facility & technology
  • Ground up renovation
  • Brand new building with 20 ft ceilings
  • A chance to incorporate our brand & strategic vision
  • We have an independent insurance and financial services brokerage that develops long-term customer relationships seeking a Personal Lines CSR.

    They are committed to providing innovative, quality products and services through their team of experienced professionals.

    Personal insurance sales including prospecting and lead generation

    Service of an existing book of business

    Work to develop and improve the sales process

    Outgoing personality

  • Self motivator / starter & must be able to work independently Excellent written and verbal communication skills;
  • Strong organizational skills

    Ability to work under pressure, organize and prioritize responsibilities and client / Account Manager requests

    Ability and desire to work in a challenging, fast-paced, team environment

    Accuracy and attention to detail

    Time Management

    Passion for client service and a career interest in account management

    Proficiency in Outlook, Word, Excel, CompuQuote and The Agency Manager (TAM) SPECIFIC TASKS


    Prospecting new personal insurance clients

    Providing detailed quotes and summaries of coverage to new prospects

    Obtain necessary documents when binding new accounts

    Review quotes to ensure accuracy


    Request and process required policy changes

    Reporting of new claims and following up on existing open claims

    Up-Sell and Cross Sell RENEWALS AND REMARKETS

    Review renewal policies

    Remarketing of client coverage’s

    Monitor & maintain monthly expiration report

    Create Liability Slips when required

    Take by phone or email

    Issue endorsement in company portal

    Update TAM

    Abeyance for company document

    Review for accuracy and send to client with appropriate documentation MISCELLANEOUS DUTIES

    All other duties as assigned

    Please refer to Job Posting #JOS000001592


    Over 25 years Industry Experience

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