Personal Lines Service CSR
Vaughan, Ontario
$58,000 - $65,000
Hybrid
Employee Benefits
Our client is a boutique insurance brokerage located in Concord. They offer a supportive workplace environment and understand the importance of balancing career goals with life outside of work. If you're looking for a brokerage with robust values and an excellent team culture, this could be a great fit.
Key Responsibilities

- Achieve performance targets set by the Department Lead
- Provide timely, professional service to clients via phone and email
- Manage renewals from start to finish, including review, recommendations, and remarkets when needed
- Process endorsements, policy changes, new business, and related documentation
- Maintain accurate records in TAM and insurer/company portals
- Prepare and issue renewal documentation once updates are completed
- Support cross-selling and upselling opportunities where appropriate




- Prepare new business packages for signatures and processing
- Address payment and billing issues in a timely manner
- Complete underwriting requests and gather required supporting information
- Manage reports including MVR, Autoplus, and HITS
- Assist the team as needed, including issuing pink slips and handling miscellaneous tasks

Qualifications & Experience

- Active RIBO licence in good standing
- 4 years of Personal Lines brokerage experience
- Strong communication skills and a client-first service mindset
- Confident managing client relationships and renewals independently
- Organized, detail-oriented, and able to manage multiple priorities
- Strong team player with a positive, solution-focused approach
- Comfortable working in Outlook, Word, and EPIC (would be an asset)

📌 Personal Lines Service CSR (Vaughan)
🏢 CareerBeacon
📍 Vaughan