Customer Solutions Broker

Job summary

The role involves assisting personal lines clients with policy inquiries, coverage changes, renewals, and billing. The broker is responsible for maintaining accurate client records and collaborating with sales and service teams to ensure client retention.

Job details

Personal Lines Customer Solutions Broker Donovan Insurance Brokers Inc. is seeking a RIBO-licensed Personal Lines Customer Solutions Broker to join our team. In this client-focused role, you will assist existing personal lines clients with policy inquiries, coverage changes, renewals, billing questions, and other service needs. You will provide knowledgeable and professional support while maintaining accurate client records and working collaboratively with our sales and service teams. The ideal candidate is organized, detail-oriented, and committed to providing an excellent client experience. If you enjoy building relationships, solving problems, and working in a supportive, team-oriented environment, we would be pleased to hear from you. Responsibilities Respond to client inquiries by phone and email in a professional and timely manner Assist clients with policy changes, renewals, billing inquiries, and general service requests Review client needs and provide appropriate coverage and product information Process endorsements and maintain accurate client files and account information Identify opportunities to improve coverage and support client retention Resolve client concerns professionally and escalate complex matters when required Communicate with insurance carriers as needed Collaborate with the sales and service teams to ensure clients receive consistent support Follow all company procedures and RIBO requirements Qualifications Valid RIBO license is required Minimum 3 years of personal lines insurance experience Strong customer service and relationship-building skills Excellent verbal and written communication skills Professional telephone manner Strong organizational skills and attention to detail Ability to prioritize tasks and work effectively in a fast-paced environment Comfortable using insurance management systems, email, and Microsoft Office Ability to work independently and collaboratively as part of a team

What you’ll do

The role involves assisting personal lines clients with policy inquiries, coverage changes, renewals, and billing. The broker is responsible for maintaining accurate client records and collaborating with sales and service teams to ensure client retention.

Requirements

A valid RIBO license and a minimum of 3 years of personal lines insurance experience are required. Candidates must possess strong communication skills and proficiency in insurance management systems and Microsoft Office.

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Microsoft Office · Preferred
• Communication Skills · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Relationship Building
• Personal Lines Insurance
• Policy Management
• Communication Skills
• Organization
• Attention To Detail
• Insurance Management Systems
• Microsoft Office
• Problem Solving

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales