Personal Lines - Client Services Representative

ONE Insurance Group - Winnipeg, MB (30+ days ago)

Apply Now

One Insurance has proudly served the insurance needs of customers across Manitoba for over 65 years. We have earned our customers’ trust by providing the guarantee of exceptional insurance products along with exceptional service. We are seeking * experienced* insurance professionals to join our growing team at our St. Vital branch.

About this Opportunity:

Reporting to the Area Manager, our Personal Lines CSR’s primary responsibility is to provide outstanding and professional counsel to our clients on their personal lines of insurance. Building solid rapport with existing, assigned, and new clients is essential while providing coverage options that suit their individual needs. The successful candidate will also become familiar with ONE Insurance’s other lines of business in order to cross-sell our wide variety of products/services to our clients.

Performance Objectives:

  • Achieve annually established individual growth and sales objectives
  • Prospect new customers and opportunities, action all leads
  • Ensure the retention and growth of assigned Personal Lines Book of Business; ensuring all customer and Book management requirements are managed and reviewing all new policies and cancellations.
  • Place coverage with insurance markets while handling the required day to day work and paper flow; performing annual coverage reviews including outlining additional coverage availability
  • Maintain Accounts Receivable and provide claims assistance, involving the Claims Coordinator, as required.
  • Provide immediate support with Autopac transactions and other duties as required.

Qualifications/Skills:

  • Minimum one (1) year of industry experience managing a Personal Lines book of business
  • Current Level 2 or 3 Manitoba Insurance License (full CAIB designation is considered a strong asset)
  • Experience with other lines of insurance (Autopac, Farm, Commercial etc.) is considered an asset
  • Familiarity with TAM and/or EPIC is considered an asset
  • Organized and efficient with strong attention to detail and the ability to multitask
  • Flexibility and a positive team player approach with effective communication skills

What makes us the ONE to choose?

*We are a leading insurance brokerage with 12 branches, located either a short drive from Winnipeg or within the city. Each branch is exciting, unique, and provides a customer focused ONE Insurance family atmosphere.

  • We provide it all; a pension plan, full company paid benefits (excludes STD & LTD premiums), industry leading training, continuing education, and competitive compensation programs. We even provide you with a book of business!
  • We like to work with the best! Our engaging staff demonstrate ONE Insurance’s core values each day – positive attitude, integrity, honesty, trust, teamwork and accountability.

This is your opportunity to bring your skills and passion for clients to a career with a progressive and well respected company!

Ready to Apply? We are excited to meet you!

Job Types: Full-time, Permanent

Salary: $38,000.00 to $48,000.00 /year

Experience:

  • Personal Lines Broker: 1 year (Required)

Location:

  • Winnipeg, MB (Preferred)

Licence:

  • MB Drivers License (Required)
  • Level 2 Broker (Required)

Language:

  • English (Required)

Job Duties:

  • Answer incoming customer inquiries
  • Collaborate with key stakeholders and teams to stay updated on new products, services, and policies
  • Record and modify customer information within the database
  • Other duties as requested
  • Offer support and solutions to customers in accordance with the company's customer service policies
  • Engage with clients in a friendly and professional manner while actively listening to their concerns