Customer Service Representative, Personal Lines

Job summary

Manage a personal lines book of business by building long-term client relationships and providing professional advice on renewals and claims. Process policy changes and ensure accurate underwriting to support client retention and month-end reporting.

Job details

Are you passionate about helping others and go above and beyond? Do you have the ability to solve clients’ needs effectively and efficiently? If so, this position may be perfect for you. We are currently seeking a RIBO Licensed Customer Service Representative to join our Personal Lines team. In this role, you will manage a book of business while building strong, long-term relationships with clients. You will also service accounts by processing policy changes and providing claims guidance to support client retention. Whether you are newly RIBO licensed or bring prior experience, we would love to hear from you! What will you do? * Provide timely and professional advice to clients for renewal reviews, claims, billing etc. * Process all policy changes/requests to ensure accurate and timely responses * Underwrite all renewals thoroughly – responsible for retention * Managing a client book of business * Review client’s overall insurance needs and refer to other departments as appropriate * Process month end reports Knowledge, Skills, and Qualifications: * Minimum 2-3 years of Personal Insurance experience * Valid RIBO license * Understanding of company underwriting and guidelines * Strong knowledge of all rules and regulations for all insurers * Strong communication, presentation, and relationship skills * Ability to organize and prioritize work effectively * Strong accuracy and attention to detail * High level of computer skills, knowledge and previous experience working with Applied Systems (EPIC) and Compu-quote is an asset Please note, only qualified candidates will be contacted. Thank you for your interest in this exciting opportunity. Depending on experience, the salary range for this newly created role is $45,000 - $57,000 Please note that individual salary is determined by factors such as job-related knowledge, skills and experience, as well as internal equity. Lawrie Insurance Group Inc. Is an equal opportunity employer and is committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Please advise if you require accommodation.

What you’ll do

Manage a personal lines book of business by building long-term client relationships and providing professional advice on renewals and claims. Process policy changes and ensure accurate underwriting to support client retention and month-end reporting.

Requirements

Requires a minimum of 2-3 years of personal insurance experience and a valid RIBO license. Candidates must possess strong communication skills and proficiency in insurance software like Applied Systems (EPIC) and Compu-quote.

Listed skills

• Organization · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• Accuracy · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Personal insurance
• RIBO license
• Underwriting
• Client relationship management
• Policy changes
• Claims guidance
• Communication
• Presentation
• Organization
• Accuracy
• Attention to detail
• Computer skills
• Applied Systems (EPIC)
• Compu-quote
• Billing
• Customer Service
• Computer Literacy
• Presentations
• Prioritization
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Customer Service Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives