JOB POSTING: Personal Lines & Commercial CSR Position (Haldimand Insurance Brokers Inc.).
Position title: Personal Lines & Commercial CSR
Insurance Brokerage: Haldimand Insurance Brokers Inc.
Location: 322 Argyle St. S Caledonia, ON
Posted: June 15, 2019
Deadline: June 30, 2019
Haldimand Insurance Brokers is seeking a full-time RIBO licensed CSR with personal lines and commercial experience. The awesome person who joins our team will be working with exceptional insurance professionals who are community-minded and look to WOW our amazing clients at every opportunity.
Job requirements will include:
- Promptly respond to client, carrier, and colleague inquiries.
- Answer incoming calls and welcome clients who visit our office
- Prepare & process new business, renewals and endorsements
- Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for our clients.
- Process client payments and assist with billing inquiries
- Serve as a liaison between clients and insurance carriers.
- Recognize and realize sales opportunities where it makes sense.
- Take new claim reports and submit them to the insurance carrier.
- Diligent follow up on clients’ accounts to ensure outstanding issues and activities are resolved.
- Help create a customer-centric mindset and culture while enjoying our team work environment.
Qualifications and Skills:
- Must be RIBO licensed.
- Minimum 2 years Personal Lines Broker experience.
- Working knowledge of Power Broker is an asset.
- Proficient in the use of company portals and Applied Rating Services.
- Effective communication skills.
- Work well within a team and independently.
- In-depth understanding of personal lines insurance products
- Great people skills to support the overall team performance – patient, enthusiastic, and dedicated professional who leads by example.
- Detail oriented, organized and accurate.
Please send resume to Dennis Howden and Heather Hibbs firstname.lastname@example.org by June 30th. Although we appreciate your interest in our office, we will contact only those candidates who qualify for an interview.