Insurance Broker -Experienced Commercial Lines & RIBO
Hiring Help
Waterloo, ON, Canada
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Our client is currently looking for a Customer Service Broker in Commercial Lines Insurance. Successful candidates must have a minimum of 3 years Commercial Lines Insurance experience, and have the ability to prioritize, manage, 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. We are looking for a people person!

 

Responsibilities:

  • Provide exceptional customer service by following all procedures and protocols
  • Review policy renewals for accuracy, 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 completed applications for commercial auto insurance
  • Make fundamental recommendations for existing clients
  • Complete and send 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
  • Up-sell and cross-sell where appropriate

 

Requirements:

  • RIBO license in good standing
  • 3+ years of working experience in a brokerage as a Commercial Lines CSR or Broker
  • Strong ability to work in a fast-paced environment
  • Effective communicator
  • Ability to be flexible and to work through situations with clients and co-workers

 

Please forward your resume in confidence today! 

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