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Allen Insurance GroupVerified Job Source

Customer Service Representative – Trainee

The role involves servicing personal lines insurance accounts by handling client requests, emails, and policy changes. The representative also acts as a liaison between the insured and insurer regarding claims and provides guidance on coverages.

  • On-site
  • Waterloo, ON
  • Posted Jul 11, 2026
  • Apply by Aug 10, 2026
  • 1 position

Job summary

We are currently looking for a Personal Lines Customer Service Representative (CSR) trainee with a minimum of 3 years customer service experience in the insurance industry or a related field. Allen Insurance Group is a dynamic sales organization with “Big City” thinking in a more relaxed rural setting, celebrating 120 years. The successful candidate must have strong work ethic and organization skills, be a team player have ability to work in a fast paced insurance brokerage. Outstanding customer service service and computer skills along with excellent verbal and written communication skills are required. We are looking for the right candidate with a positive attitude who is looking for stability and career development to join our team. The ideal candidate must be willing to do the required training to obtain a RIBO license. In-House Training Academy – You Will Learn How To Provide quality service to clients by servicing personal lines insurance accounts. Handle telephone requests, correspondence, and emails of clients identifying their needs in order to provide valuable service in a timely manner. Make changes to designated clients’ policies, explain coverages, and remarket policies as required. Service inquiries regarding claims, acting as a liaison between the insured and insurer for customer advocacy and guidance. Education Secondary School level Education. 3-5 years in a customer service facing role. Benefits We offer medical and dental benefits, education and growth opportunities as well as a pension plan. At Allen Insurance Group, we have a model for strategic growth, innovation and a collective spirit that nurtures the values of a rural lifestyle while offering careers similar to those in urban centers. If you are looking for a career in the insurance industry that is rewarding, challenging and fun, invest in yourself by joining Allen Insurance Group. Apply Now Please enable JavaScript in your browser to complete this form. Apply Now Name * First Last Email * Phone Your Message File Upload Drag & Drop Files, Choose Files to Upload

What you’ll do

The role involves servicing personal lines insurance accounts by handling client requests, emails, and policy changes. The representative also acts as a liaison between the insured and insurer regarding claims and provides guidance on coverages.

Requirements

Candidates must have 3-5 years of customer service experience in insurance or a related field and a secondary school education. Willingness to undergo training to obtain a RIBO license is required.

Benefits

• Medical Benefits • Dental Benefits • Education And Growth Opportunities • Pension Plan

Listed skills

  • Customer servicePreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Customer Service
  • Insurance Brokerage
  • Communication Skills
  • Computer Skills
  • Organization Skills
  • Policy Management
  • Claims Servicing
  • Client Relationship Management

Job areas

  • Customer Service & Support
  • Finance & Accounting
  • Sales
  • Administrative

Additional details

Minimum education
High school
Minimum experience
2+ years
Apply by
Aug 10, 2026
Posting language
English
Working hours
40 hours per week
Seniority
Internship