JOB POSTING: Broker/CSR Position (Haldimand Insurance Brokers Ltd.) - Caledonia Location
Position title: Broker / CSR
Insurance Brokerage: Haldimand Insurance Brokers Ltd.
Location: 322 Argyle St. S Caledonia, ON N3W 1K8
Posted: August 12, 2020
Deadline: September 1, 2020
Job Description:
We are hiring a full-time CSR. At Haldimand, we foster a professional, fun environment and are community-minded. We offer a flexible work schedule. We look to WOW our clients at every turn. We focus on building our relationships and not setting sales targets. We love to empower our team to make good decisions for our clients. If this interests you, we would love to meet.
Job Duties:
- Respond to client, carrier and colleague inquiries
- Answer incoming calls and welcome clients who visit our office
- Prepare and process new business, renewals, and endorsements
- Review underwriting information for accuracy and optimal insurance solutions
- Process client payments and assist with billing inquiries
- Advocate on the client's behalf with Insurance companies
- Cross sell and up-sell to existing clients
- Take new claims reports and submit to the insurance carrier
- Follow up on client accounts to ensure outstanding issues and activities are resolved
- Help create a customer-centric mindset and culture while enjoying our teamwork environment
Job Requirements:
- RIBO licensed
- 2 or more years’ experience Personal Lines
- Excellent communication & organizational skills
- Experience with Power Broker, Applied, Company Portals
- Excel & Word
