Several large Clients are seeking Personal lines VIP CSR’s in the areas of Woodbridge, Scarborough and Vaughan. Our Client’s offer a competitive compensation package’s along with a strong benefit package, room to grow and a great work environment.
This position involves working as a Personal Lines Account Manager on a diverse personal insurance book of business
in both servicing and marketing of existing accounts and new business accounts. The successful candidate must be
highly motivated and have the ability to work in a fast-paced environment. They will be part of a team whose core
objective is to service commercial clients’ needs and exceed their expectations.
Customer Service
Formulate and foster strong working relationships with the client and insurance company underwriters
Respond to client inquiries, company requests and insurance company representatives via telephone, incoming
e-mail and mail
Provide customers detailed explanations on products and services
Advise clients regarding insurance coverage(s) and risk management issues
Prepare proof of insurance (binders and endorsements) for financing and lease companies
Perform other related duties and special projects, as required
Agency Management / File System
Update and maintain electronic client files in TAM and ensure all required documentation
Qualifications & Experience
RIBO Licence
Three (3) to five (5) years’ of personal lines experience in a brokerage environment
Thorough understanding of personal lines underwriting and coverages
Able to upload and process new business and policy changes to company portals is preferred
Familiarity with The Agency Manager (TAM) and/or Compuquote is preferred
Skill Sets Required
Self-motivation with ability to problem-solve with limited supervision
Effective verbal and written communication skills
Excellent organizational and time management skills
Flexibility to work in a fast-paced and dynamic environment and adapt to changing priorities
Ability to work both independently or collaboratively with co-workers and external partners
Technically proficient in Microsoft Office programs, including Outlook, Excel and Word
Strong attention to detail
If you would like to be considered for this position please send a copy of your resume to hr@cadillaccareer.com