Client Service Representative - Level 1

Job summary

Provide outstanding service to clients by recommending products and processing new business, endorsements, and renewals. Maintain accurate digital records and collaborate with team members to support producers and ICBC transactions.

Job details

REQUIREMENTS: -Level 1 General Insurance Licence -Minimum 1 year of insurance experience (preferred not required) -Excellent interpersonal, written and verbal communication skills -Proficient in English; Mandarin/Cantonese an asset -Proficient in Microsoft Word, Excel, Outlook; EPIC, Applied Rating Services, ICBC and other Insurers’ portals an asset -Good technical insurance knowledge of coverages -Excellent attention to detail to ensure accuracy -Team player with strong work ethic Duties and Responsibilities: -provide outstanding service and recommend products to clients -respond and process new business and endorsements -manage renewals by reviewing and remarket as needed -review and ensure accuracy of policy documentation from insurers -maintain accurate records and digital documents for all transactions -collaborate effectively with team members and support for producers -prioritize duties effectively and proactively -provide backup support for processing ICBC transactions and related duties, as needed -perform other related duties and responsibilities as a CSR

What you’ll do

Provide outstanding service to clients by recommending products and processing new business, endorsements, and renewals. Maintain accurate digital records and collaborate with team members to support producers and ICBC transactions.

Requirements

Candidates must hold a Level 1 General Insurance Licence and possess excellent communication skills. Proficiency in Microsoft Office is required, while insurance experience and multilingual skills in Mandarin or Cantonese are assets.

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• written communication · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Microsoft Word · Preferred
• interpersonal communication · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• General Insurance Licence
• Interpersonal Communication
• Written Communication
• Verbal Communication
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• EPIC
• Applied Rating Services
• ICBC Portals
• Insurance Coverage Knowledge
• Attention To Detail
• Teamwork
• Client Service
• Policy Documentation
• Record Maintenance

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative

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