Commercial Lines Customer Service Representative
Top Benefits
About the role
Who We Are
Roughley Insurance Brokers Ltd. was founded in 1945 and has been a trusted part of the Durham Region community for over 80 years. With offices in Oshawa, Bowmanville, and Port Perry, we are a growing, forward-thinking brokerage that values personal connections, exceptional service, and a client-first approach. We’re looking for passionate individuals who want to be part of our evolving success story—people who want to grow their careers while contributing to the direction and expansion of our company.
The Opportunity
We are looking for a highly personable and knowledgeable individual to provide outstanding customer service. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and being part of an independent, family-owned company.
What You’ll Do
Client Service & Policy Management:
- Respond to and complete client requests in a timely manner
- Review coverage to ensure clients are properly protected
- Remarket renewals and negotiate with company underwriters
- Counsel clients with regards to claims
- Communicate with Producers on client needs
Team Support & Growth:
- Opportunities to contribute to the success of the brokerage by participating in process improvements, team initiatives, and community engagement activities.
- Support colleagues and provide backup for other team members as needed.
Why Join Roughley ?
Career Growth & Development: Roughley is an established growing brokerage with a strong future. We support career advancement and offer mentorship opportunities. We support your professional development and have in-house programs to help you grow. Subject to approval, we will often reimburse our employees for insurance-related courses such as CAIB.
Competitive Compensation: Salary based on experience, with additional earning opportunities such as earning commission on friends and family.
Oshawa Office:
o Monday to Friday, 9:00 AM – 4:30 PM schedule.
o In office position
Comprehensive Benefits:
o Health benefits.
o Friends and family for commissions
o Minimum three weeks paid vacation + paid wellness time
o $200 wellness bursary.
o Your birthday off.
o Paid volunteer day to give back to the community.
Engaging Work Culture:
A supportive team that values collaboration, innovation, and making a difference in our clients' lives.
What We’re Looking For:
- Strong problem-solving skills—the ability to assess a client’s needs and find the best coverage solutions.
- Attention to detail—accuracy when handling policies, endorsements, and client information.
- Empathy and a customer-focused mindset—helping clients protect their assets with care and understanding.
- Adaptability and resilience—thriving in a fast-paced industry with frequent changes.
- Time management and prioritization—handling multiple client requests, renewals, and changes efficiently.
- Sales and upselling ability—recognizing opportunities to recommend better coverage.
- Team player—collaborating with Producers, underwriters, and team members to serve clients effectively.
- Initiative and proactiveness—following up on renewals, potential coverage gaps, and client needs before they ask.
- Professionalism and integrity—upholding high ethical standards in financial decisions.
- Ability to handle difficult conversations—navigating claims, rate increases, or policy cancellations with professionalism.
- RIBO license in good standing (required).
- Minimum of 3 years of prior commercial insurance experience.
About Roughley Insurance Brokers Ltd.
H.G. Roughley Limited was founded on September 18, 1945, and from the very beginning the brokerage established itself as a valuable and valued member of the Durham Region community.
Harold Roughley founded his brokerage on the following principles:
People want to do business with people they like and trust.
Clients need someone to speak for them during the claims process.
A client referral is the highest standard of achievement.
Over 65 years later, the team at Roughley Insurance Brokers Ltd., led by Harold's son Jim Roughley and owner/broker Grant Musselman, continues to offer the residents and businesses of the Durham Region in Ontario an unsurpassed level of service and support.
This commitment to excellence in all aspects of the business is defined by a promise that we call The Roughley Advantage:
ASSESS – I listen and ask questions to learn the specific needs of my customer.
ADVISE – I offer our best solutions based on the unique needs and wants of my customer.
ADVOCATE – I act on behalf of my customers to ensure that their issues are resolved quickly, efficiently and fairly.
Whether you need Personal Insurance (home or auto), Commercial Insurance (general business, commercial property or auto, D&O, E&O), or Speciality Insurance (aviation, special events, agri-business), the team at Roughley insurance has the experience you need to manage your insurance risks and your insurance investment.
Call or visit us online to learn more about how YOU can get The Roughley Advantage working for you.
Commercial Lines Customer Service Representative
Top Benefits
About the role
Who We Are
Roughley Insurance Brokers Ltd. was founded in 1945 and has been a trusted part of the Durham Region community for over 80 years. With offices in Oshawa, Bowmanville, and Port Perry, we are a growing, forward-thinking brokerage that values personal connections, exceptional service, and a client-first approach. We’re looking for passionate individuals who want to be part of our evolving success story—people who want to grow their careers while contributing to the direction and expansion of our company.
The Opportunity
We are looking for a highly personable and knowledgeable individual to provide outstanding customer service. This is an exciting opportunity for someone who enjoys helping clients, working in a collaborative team environment, and being part of an independent, family-owned company.
What You’ll Do
Client Service & Policy Management:
- Respond to and complete client requests in a timely manner
- Review coverage to ensure clients are properly protected
- Remarket renewals and negotiate with company underwriters
- Counsel clients with regards to claims
- Communicate with Producers on client needs
Team Support & Growth:
- Opportunities to contribute to the success of the brokerage by participating in process improvements, team initiatives, and community engagement activities.
- Support colleagues and provide backup for other team members as needed.
Why Join Roughley ?
Career Growth & Development: Roughley is an established growing brokerage with a strong future. We support career advancement and offer mentorship opportunities. We support your professional development and have in-house programs to help you grow. Subject to approval, we will often reimburse our employees for insurance-related courses such as CAIB.
Competitive Compensation: Salary based on experience, with additional earning opportunities such as earning commission on friends and family.
Oshawa Office:
o Monday to Friday, 9:00 AM – 4:30 PM schedule.
o In office position
Comprehensive Benefits:
o Health benefits.
o Friends and family for commissions
o Minimum three weeks paid vacation + paid wellness time
o $200 wellness bursary.
o Your birthday off.
o Paid volunteer day to give back to the community.
Engaging Work Culture:
A supportive team that values collaboration, innovation, and making a difference in our clients' lives.
What We’re Looking For:
- Strong problem-solving skills—the ability to assess a client’s needs and find the best coverage solutions.
- Attention to detail—accuracy when handling policies, endorsements, and client information.
- Empathy and a customer-focused mindset—helping clients protect their assets with care and understanding.
- Adaptability and resilience—thriving in a fast-paced industry with frequent changes.
- Time management and prioritization—handling multiple client requests, renewals, and changes efficiently.
- Sales and upselling ability—recognizing opportunities to recommend better coverage.
- Team player—collaborating with Producers, underwriters, and team members to serve clients effectively.
- Initiative and proactiveness—following up on renewals, potential coverage gaps, and client needs before they ask.
- Professionalism and integrity—upholding high ethical standards in financial decisions.
- Ability to handle difficult conversations—navigating claims, rate increases, or policy cancellations with professionalism.
- RIBO license in good standing (required).
- Minimum of 3 years of prior commercial insurance experience.
About Roughley Insurance Brokers Ltd.
H.G. Roughley Limited was founded on September 18, 1945, and from the very beginning the brokerage established itself as a valuable and valued member of the Durham Region community.
Harold Roughley founded his brokerage on the following principles:
People want to do business with people they like and trust.
Clients need someone to speak for them during the claims process.
A client referral is the highest standard of achievement.
Over 65 years later, the team at Roughley Insurance Brokers Ltd., led by Harold's son Jim Roughley and owner/broker Grant Musselman, continues to offer the residents and businesses of the Durham Region in Ontario an unsurpassed level of service and support.
This commitment to excellence in all aspects of the business is defined by a promise that we call The Roughley Advantage:
ASSESS – I listen and ask questions to learn the specific needs of my customer.
ADVISE – I offer our best solutions based on the unique needs and wants of my customer.
ADVOCATE – I act on behalf of my customers to ensure that their issues are resolved quickly, efficiently and fairly.
Whether you need Personal Insurance (home or auto), Commercial Insurance (general business, commercial property or auto, D&O, E&O), or Speciality Insurance (aviation, special events, agri-business), the team at Roughley insurance has the experience you need to manage your insurance risks and your insurance investment.
Call or visit us online to learn more about how YOU can get The Roughley Advantage working for you.