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Customer Service Representative
GROUP OF COMPANIES. Direct or respond to telephone inquiries and written requests .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal lines insurance, including underwriting standards and risk assessment, while providing exceptional customer service and maintaining confidentiality. Proficient in managing customer inquiries and resolving issues effectively, with strong organizational and time management skills.
Highest-signal resume keywords
AIC LicensePersonal Lines Insurance ExperienceExceptional Communication SkillsProblem-Solving SkillsMicrosoft Office Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Underwriting StandardsRisk AssessmentInsurance Transaction ProcessingEndorsements and RenewalsProject Management
Soft Skills
Customer ServiceTime ManagementOrganizational SkillsCoaching and CounselingPositive Communication
Tools & Technologies
EPICPortalMicrosoft Office Suite
Certifications & Qualifications
AIC LicenseCAIB 1 Designation (Working Towards)
Industry Keywords
Personal LinesAutomobile InsuranceProperty InsuranceCustomer Complaints ResolutionRate Manuals
About the role
Key responsibilities & impact- Direct or respond to telephone inquiries and written requests
- Process changes directly into the computer system
- Apply proper underwriting standards and assess risk according to binding requirements
- Resolve product and service problems and customer complaints
- Determine causes, explain solutions, expedite corrections, and follow up to ensure resolution
- Make recommendations to management as required
- File insurance transaction documents and records
- Maintain and update current rate manuals and coverage announcements
- Maintain a comprehensive log and diary system
- Review and flag contentious issues for management discussion
- Complete endorsements, renewals, rewrites, remarkets, and cancellations
- Review renewals from Alternate Markets Carriers and send supporting documentation
- Assist, coach, and counsel other Service team members on alternate market availability, rules, and guidelines
- Provide quality service while adhering to customer service standards and maintaining confidentiality
- Attract potential members/clients by answering questions, providing product and service information, obtaining ex-dates, and meeting or surpassing ex-date objectives
- Perform other duties within competence as assigned
Requirements
What you’ll need- An AIC license is required (level one)
- Three years’ experience in personal lines, automobile and property insurance
- Exceptional communication skills and ability to deal effectively with internal and external stakeholders
- Excellent problem-solving skills
- Ability to handle customer issues in a pleasant and positive manner
- Superior time management, project management and organizational skills
- Intermediate knowledge of Microsoft Office Suite applications
- Knowledge of EPIC and Portal would be an asset
- Ability to communicate in French is considered an asset
- Working towards a CAIB 1 designation would be considered an asset
Benefits
Comp & perks- Rewarding bonuses
- Defined benefit pension plan
- Best-in-class benefits
- Total reward programs
- Comprehensive mental wellness support
- 100% coverage of approved continuing education and licensing fees
- Access to learning resources, including LinkedIn Learning
- Flexible work-from-home and hybrid options
- Opportunities for advancement
- Accessible and inclusive work environment
- Disability accommodations during recruitment and selection