Overview

The Personal Insurance TSR & CSR supports customers through clear, attentive service and helps them understand relevant personal insurance options. This role combines customer support, accurate data entry, and sales-focused conversations, including appropriate opportunities to recommend additional coverage.

Responsibilities

- Respond to customer inquiries with professional phone etiquette, clear communication, and courteous follow-through.
- Enter and update customer information accurately, review details, and use analysis skills to identify needs or resolve routine issues.
- Explain relevant options, support sales conversations, and use thoughtful upselling to connect customers with suitable additional coverage.
- Communicate in English and, when applicable, Spanish to assist multilingual and bilingual customers.
- Your impact: Accurate, helpful service makes it easier for customers to understand their options and for colleagues to maintain consistent support.

Requirements

Required: Clear communication, customer service skills, professional phone etiquette, accurate data entry,



and the ability to review information carefully are essential to supporting customers and handling inquiries. English proficiency supports clear explanations and reliable records. Preferred: Personal insurance or related customer service experience, sales and upselling strengths, analysis skills, and bilingual or multilingual communication, particularly in Spanish, are valuable in serving a diverse customer base.

Pay: $52,000.00-$70,000.00 per year

Advantages:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Ability to commute/relocate:

- Thornhill, ON: reliably commute or plan to relocate before starting work (preferred)

Education:

- Bachelor's Degree (preferred)

Experience:

- Insurance sales: 1 year (preferred)

Language:

- Mandarin (preferred)

Licence/Certification:

- RIBO License or OTL (preferred)

Location:

- Thornhill, ON (preferred)

Willingness to travel:

- 25% (preferred)

Work Location: In person

📌 Personal Insurance TSR & CSR (Thornhill)
🏢 Alpha Choice Insurance Brokers
📍 Thornhill