Insurance Customer Service Broker - RIBO Required - Commercial Lines

Waterloo, ON

Our client is currently looking for a Customer Service Broker in Commercial Lines Insurance.

You must have a minimum of 3 years CL insurance experience, and have the ability to prioritize, manage projects, and multi-task. 

The insurance world is an ever-changing environment; therefore, we require someone to be adaptable to ever changing situations. We are looking for an individual with a friendly and outgoing disposition, but one that can navigate according to situations as they occur.  

Responsibilities:

• Provide exceptional customer service by following all procedures and protocols
• Review policy renewals for accuracy and proper rating/coverage
• Assess commercial insurance needs through policy reviews
• Order reports to confirm driving records which include Autoplus and MVR reports
• Estimate and prepare fully completed applications for commercial auto insurance
• Make fundamental recommendations for existing clients
• Completing and sending submissions to various insurance companies
• Follow up with various insurance providers on new submissions
• Complete policy changes on various insurance company portals, while conversing with the clients on the phone / in office
• Communicate with insurance companies regarding underwriting requirements
• Complete renewal letters with recommendations when required
• Complete new market search if required for remarketing
• Take claims from clients and report to insurance companies and follow guidelines for client follow-up
• Follow up with clients regarding registered letter cancellations and returned payments
• Upsell and cross sell where appropriate

Requirements:

• MUST have a  RIBO license in good standing
•  3 years of experience in a brokerage as a CL CSR
• Strong ability to work in a fast-paced environment
• Effective communicator, with the innate ability to work through situations with clients / co-workers

Please forward your resume in confidence today. Only those candidates selected for an interview will be contacted