Personal Lines Service CSR

• Hybrid 3-days per week
• Manage a book of business

Personal Lines Service CSR
Vaughan, Ontario
$58,000 - $68,000
Hybrid
Employee Benefits

Our client is a boutique insurance brokerage located in Concord. They offer a supportive workplace environment and understand the importance of balancing career goals with life outside of work. If you're looking for a brokerage with strong values and an excellent team culture, this could be a great fit.


Key Responsibilities

• Achieve performance targets set by the Department Lead
• Provide timely, professional service to clients via phone and email
• Manage renewals from start to finish, including review, recommendations, and remarkets when needed
• Process endorsements, policy changes, new business, and related documentation
• Maintain accurate records in TAM and insurer/company portals
• Prepare and issue renewal documentation once updates are completed
• Support cross-selling and upselling opportunities where appropriate
• Prepare new business packages for signatures and processing
• Address payment and billing issues in a timely manner
• Complete underwriting requests and gather required supporting information
• Manage reports including MVR, Autoplus, and HITS
• Assist the team as needed, including issuing pink slips and handling miscellaneous tasks

Qualifications & Experience

• Active RIBO licence in good standing
• 4 years of Personal Lines brokerage experience
• Strong communication skills and a client-first service mindset
• Confident managing client relationships and renewals independently
• Organized, detail-oriented, and able to manage multiple priorities
• Strong team player with a positive, solution-focused approach
• Comfortable working in Outlook, Word, and EPIC (would be an asset)