Haldimand Insurance Brokers – Personal Lines & Commercial CSR Position

Posted Jun 18th, 2019 in Job Postings

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

Job Description: 

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 info@haldimandins.on.ca by June 30th. Although we appreciate your interest in our office, we will contact only those candidates who qualify for an interview.

Submit Resume Here »

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