Customer Service Broker

Working as part of a team, actively service, maintain, and help grow both commercial and personal lines book of business. 

Key Duties & Responsibilities

The focus will be to service the book of business, with the option to also earn additional commission for any new business sales you bring to the brokerage

Manage all aspects of the customer life cycle from quote to renewal, endorsements, remarkets and cancellations.

Promptly respond to client, carrier, and colleague inquiries.

Conduct detailed reviews of risk and underwriting information to ensure accuracy and optimal insurance solutions for your clients.

Serve as a liaison between clients and insurance carriers.

Recognize and realize sales opportunities where it makes sense.

Take new claim reports and submit them to the insurance carrier.

Diligent follow up on clients’ accounts to ensure outstanding issues and activities are resolved.  

Help create a customer-first mindset and culture.

Qualifications

Must be RIBO licensed.

Minimum 2 years Commercial Lines and Personal Lines Broker experience

Proven track record servicing a book of business.

Remain current and develop expertise in assigned markets and stay open to new market opportunities.

Working knowledge of Applied EPIC, an asset

If due to a disability you require accommodation or accessible format and communication support, please submit your request in writing and together, with your Supervisor and Human Resources we will work together to develop an accommodation plan.