Personal Lines CSR

Personal Lines Customer Service Representative (CSR)

Burlington Full-Time In-Office

About the Role

Our client a respected brokerage in the Halton Region is seeking aPersonal Lines Customer Service Representativeto join their in-office team. The ideal candidate is aRIBO-licensed insurance professionalwith strong technical knowledge of personal lines products markets and insurer portals.

In this role youll be the trusted point of contact for personal home and auto clientsdelivering exceptional service expert guidance and proactive policy management. Youll play a key part in maintaining high client satisfaction retention and growth while upholding the brokerages commitment to personalized service and professionalism.

Key Responsibilities

Client Service & Relationship Management

• Respond promptly to client inquiries via phone or in person ensuring timely and professional communication (calls returned within 2 hours).

• Greet walk-in clients promptly providing friendly and efficient service.

• Manage claims proactivelyreport immediately follow up with adjusters and clients and maintain communication throughout the process.

• Conduct policy reviews explain coverages and limits and identify opportunities to fill gaps in protection.

• Handle billing inquiries payments and account reconciliations accurately and efficiently.

• Maintain professionalism when managing complaints or resolving client issues.

• Adhere to privacy and confidentiality regulations when handling client information.

Sales & Account Development

• Identify opportunities toup-sellorcross-selladditional products to enhance client protection.

• Round out accounts and write new business through referrals and relationship building.

• Support retention and growth goals through consistent and value-driven client interactions.

Administration & Processing

• Maintain accurate client records in the Broker Management System (BMS).

• Stay up to date with insurer communications procedures and underwriting guidelines.

• Utilize rating software and portals to process quotes endorsements and renewals efficiently.

• Ensure all documentation and correspondence are recorded accurately and on time.

Qualifications & Skills

Education & Licensing

• High School Diploma (post-secondary education in Business or Insurance preferred).

• RIBO Licenserequired.

Technical Skills

• Proficiency inMS Office(Word Excel Outlook).

• Experience withBroker Management Systems rating software and insurer portals.

• Strong computer literacy and attention to detail.

Core Competencies

• Exceptionalcustomer serviceand relationship-building skills.

• Strongorganizationalandmultitaskingabilities.

• Effectiveproblem-solvingandconflict resolutionskills.

• Excellentlisteningcommunication andpolicy interpretationabilities.

• Team-oriented with a proactive professional attitude.

Why Join Our Clients Team

• Be part of arespected brokeragewith a strong reputation for client care and retention.

• Work in asupportive in-office environmentthat values teamwork and professional growth.

• Opportunity to build lasting client relationships while developing your career in personal insurance.

If youre a detail-oriented and client-focused insurance professional who thrives in a collaborative environment we want to hear from you!

Thanks

Lexi

Always on the Hunt for You !

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