Personal Lines CSR/Underwriting
Personal Lines CSR/Underwriting
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Job Description
Personal Lines Customer Service Representative / UnderwriterLocation: Markham Ontario (Hybrid: 3 days in-office 2 days work-from-home)Industry: Insurance BrokerageType: Full-Time
About the Company:Our client is a well-established family-owned insurance brokerage with over 35 years of success in the industry. Based in Markham Ontario they are known for their inclusive culture strong family values and commitment to excellence. As a large and diverse brokerage they offer a friendly team-oriented environment meaningful career growth opportunities and a competitive compensation and benefits package.
Position Overview:Our client is seeking a RIBO Licensed Personal Lines Customer Service Representative / Underwriter to join their team. This hybrid role is ideally suited to someone who is client-focused detail-oriented and eager to grow within a collaborative and fast-paced environment. The role is composed of approximately 75% Personal Lines Customer Service and 25% Personal Lines Underwriting Support.
In this position you will handle a wide variety of service responsibilities along with pre-underwriting tasks such as reviewing applications before they are submitted to the processing team. If youre a strong communicator highly organized and enjoy both service and technical work this could be the ideal role for you.
Key Responsibilities:
Provide outstanding day-to-day service to Personal Lines clients by answering inquiries offering expert advice and resolving concerns
Process policy changes and endorsements accurately and efficiently
Conduct renewal reviews and coordinate remarketing when necessary
Review new business and renewal applications for completeness and accuracy prior to submission to the processing team
Report claims on behalf of clients providing guidance throughout the process
Build and maintain professional relationships with insurers and underwriters
Support producers with documentation client follow-up and general administrative assistance
Qualifications:
Active RIBO License (required)
3-5 years of experience in Personal Lines customer service in a brokerage setting
Solid understanding of Personal Lines insurance policies products and coverages
Detail-oriented with a strong ability to review and verify documentation
Proficient with industry systems and portals (e.g. CQ Power Broker)
Strong multi-tasking time management and organizational skills
Excellent interpersonal verbal and written communication skills
Self-motivated with a collaborative team-first mindset
What They Offer:
Competitive compensation package
Comprehensive health and dental benefits
Hybrid work model (3 days in-office 2 days remote)
3 personal days annually
Tuition reimbursement and support for external education programs
Free on-site parking
A positive supportive team culture with long-term career potential
Employment Type
Full-Time
