- Respond to client inquiries by phone, email, and in person regarding personal insurance policies.
- Assist clients with policy changes, renewals, cancellations, and new business requests.
- Process auto and home insurance endorsements, including changes to vehicles, drivers, addresses, and coverage.
- Prepare insurance quotes and assist clients with comparing coverage options.
- Review policy documents to ensure accuracy and completeness.
- Follow up with insurance companies and underwriters regarding client requests.
- Provide proof of insurance, pink slips, certificates, and other policy documentation.
- Explain coverage, deductibles, premiums, and policy terms to clients.
- Maintain accurate client records and update information in the brokerage management system.
- Identify opportunities to cross-sell or upsell additional insurance products.
- Ensure compliance with company procedures, privacy requirements, and applicable insurance regulations.
- Deliver professional, timely,
and courteous customer service while maintaining solid client relationships.
Required Skills and Qualifications
- Strong communication and customer service skills.
- Knowledge of personal lines auto and property insurance is an asset.
- Excellent organizational skills and attention to detail.
- Ability to multitask and manage competing priorities.
- Proficiency in Microsoft Office and insurance brokerage management systems.
- Problem-solving skills and the ability to handle client concerns professionally.
- Previous experience in an insurance brokerage or customer service role is an asset.
Pay: From $18.00 per hour
Expected hours: 35.0 – 40.0 per week
Ability to commute/relocate:
- Whitby, ON L1N 4J9: reliably commute or plan to relocate before starting work (required)