Insurance Customer Service Broker
#206729
Waterloo, ON, Canada
Description
Experienced Insurance Customer Service/Commercial Lines Broker
Our client is currently looking for a Customer Service Broker in Commercial Lines Insurance. You must have a minimum of 3 years Commercial Lines insurance experience and have the ability to prioritize, manage as well and the ability to multi-task. The insurance world is an ever-changing environment; therefore, we require someone to be adaptable to ever changing situations. We are looking for an individual with a friendly and outgoing disposition, but one that can navigate according to situations as they occur. We are looking for a people person!
Responsibilities:
- Provide exceptional customer service by following all procedures and protocols
- Review policy renewals for accuracy, proper rating/coverage
- Assess commercial insurance needs through policy reviews
- Order reports to confirm driving records which include Autoplus and MVR reports
- Estimate and prepare fully completed applications for commercial auto insurance
- Make fundamental recommendations for existing clients
- Completing and sending submissions to various insurance companies
- Follow up with various insurance providers on new submissions
- Complete policy changes on various insurance company portals, while conversing with the clients on the phone / in office
- Communicate with insurance companies regarding underwriting requirements
- Complete renewal letters with recommendations when required
- Complete new market search if required for remarketing
- Take claims from clients and report to insurance companies and follow guidelines for client follow-up
- Follow up with clients regarding registered letter cancellations and returned payments
- Upsell and cross sell where appropriate
Requirements:
- Valid RIBO license in good standing
- Minimum 3 years of working experience in a brokerage firm as a Commercial Lines CSR or Broker
- Ability to work in a fast-paced environment
- Effective communicator, with the innate ability to work through situations with clients / co-workers
Don't delay, and apply today!