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 workplace 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, qualified 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 current 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