Customer Service Representative (csr) – Personal Lines

Vancouver, BC, CA, Canada

Job Description

Pemberton Insurance Corporation is British Columbia's leading regional insurance brokerage providing services for privately owned and managed businesses, non-profit organizations and for private clients.

We strive to deliver quality insurance to meet the needs of our customers, by using highly skilled trained professionals, first-class insurance companies delivered with modern business practices.

We have a perfect opportunity for you as a

Personal Lines Customer Service Representative

.

Your principal responsibility as a CSR is to assist the Personal Lines Department in carrying out the duties outlined below.

As a successful CSR, you will be able to manage competing priorities through the use of your time management, project management and organizational skills.

Duties:

Process new policy, renewal, cancellation and endorsements documentation requests including invoicing Reviewing all documents for accuracy Manage a small monthly renewal portfolio Handle client inquiries and change requests Prepare Proposals and Cover notes Evaluate and quote using Applied Rating Systems (EPIC) and Insurer's portals Maintain accuracy of electronic files in EPIC and paper files where applicable Follow agency procedures and insurance company regulations Review and prioritize all assigned tasks on a daily basis including company mail, emails, abeyance/activities, downloads, etc. Minimal Reception Duties including daily mail Complete projects as assigned by Management.
Required Skills:

Level 2 General Insurance License would be preferred, but will consider applicants with Level 1 Excellent telephone manner Proficiency in MS Word, Excel, Outlook and EPIC Excellent written and spoken English Minimum 3 years experience in the insurance industry
Job Types: Full-time, Permanent

Pay: $45,000.00-$60,000.00 per year

Benefits:

Company events Extended health care Paid time off RRSP match Tuition reimbursement
Licence/Certification:

Level 1 or 2 Insurance License (required)
Work Location: In person

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Job Detail

  • Job Id
    JD2765339
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vancouver, BC, CA, Canada
  • Education
    Not mentioned