Customer Service Representative (Insurance Broker) (Casselman)

Customer Service Representative (Insurance Broker) (Casselman)

06 Aug
|
R. Paquette Insurance Broker
|
Casselman

06 Aug

R. Paquette Insurance Broker

Casselman

Stop searching! You want to be valued and be part of a team that works hard but plays hard too? We're not your typical brokerage, come see what we're all about!

We have offices in Casselman , Cornwall and Embrun to better serve our customers.

Position Summary:

To provide front-line customer service of Personal and Commercial Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required. But honestly, its to work hard as a team, not being afraid of change and be part of a group of people that loves to have fun!

Primary Objective/Duties of position:

- Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
- Selling recent policies/writing new business to existing or new clients, retaining existing book of business
- Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients




- Contacting Underwriters and Adjusters to discuss guidelines and policy
- Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
- Keeping current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Participate in community marketing initiatives

The ideal candidate will possess the following qualifications:

- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills

Job Types: Full time, Permanent

Schedule:

- Monday to Friday

Experience:

- Customer service: 3 years (preferred)

Language:

- French (preferred)

Licence/Certification:

- Ribo License (preferred)

Work Location: In person

📌 Customer Service Representative (Insurance Broker) (Casselman)
🏢 R. Paquette Insurance Broker
📍 Casselman

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