InsuranceWorks.ca

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Mississauga, ON

InsuranceWorks.ca

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Mississauga, ON

Customer Service Representative (CSR PL), Inside Sales and Team Leader

Mississauga, Ontario (view on map)

Posted 19 days ago

Job Description

We are a well-established Property/Casualty Insurance Brokerage located in Mississauga, seeking an RIBO-licensed Personal Line CSR with some knowledge of Commercial Lines (Preferable Not Mandatory), TSR's or experienced Team Leader, Sales Brokers.

If you are looking for an opportunity with a growing Insurance Brokerage, have a great personality with a desire to make insurance simple, clear, and easy for your clients, we would like to hear from you!!

Requirements:

• Current RIBO license
• Working knowledge of Power Broker (Preferable), and Compu Quote
• Working knowledge of MS Office - Word, Excel, and Outlook
• Strong customer service experience (i.e. 2+ years’ experience as Personal Lines CSR)
• High performance team player
• Positive & outgoing attitude
• Excellent verbal & written communication skills
• Strong attention to detail & accuracy
• Excellent organization skills
• Ability to manage multiple tasks, and follow-up on uncompleted tasks in a timely manner

Key Responsibilities include:

• Handling incoming client requests promptly and efficiently
• Upholding service standards to all clients
• Front line u/w for existing and new client files
• Super-qualify prospective clients
• Providing premium estimates & best “solution” for clients & prospects
• Completing application process for new clients
• Remarketing of existing accounts, where necessary
• Documenting account changes in client files
• Completing renewal applications and order reports
• Sending all required documentation to clients
• Promoting account-rounding with clients
• Promote cross-selling & up-selling opportunities
• Proactively striving to develop accounts with incoming/outgoing calls & clients visits
• Completing customer-satisfaction calls
• Basic office duties

If you are looking for a challenging and rewarding career, please submit your resume to Monika.