- Deliver excellent service by responding to all client inquiries accurately and efficiently

- Providing effective customer service of assigned Personal Lines accounts

- Processing policy changes for our customers

- Providing support to customers by answering policy coverage and payment questions

- Ability to up-sell and cross sell on new products

- Reviewing renewals for accuracy and shopping on the insured’s behalf

- Building relationships in a energetic culture with insurers and underwriters

- Empowerment do the right thing in getting the job done

- Create a positive client experience by understanding and meeting the customers’ needs

- Contribute to team success by consistently leveraging knowledge and sharing best practices

- 1-3 years of personal lines insurance experience





- Experience with TAM and insurance company portals

- RIBO licensed with consideration given to candidates with underwriting or insurer experience

- Excellent verbal and written communication in providing world class customer service

- Excellent time management skills with the ability to multi-task and grasp new concepts

- Excellent computer, keyboarding skills and familiarity with Microsoft Office software

We would like to thank you for submitting your resume. However, only those candidates under consideration will be contacted. Please no telephone calls from applicants or employment agencies.

📌 Personal Lines CSR Customer Service Representative Insurance Broker (Canada)
🏢 Holman Insurance Brokers
📍 Canada