Customer Service Representative

Caradoc Townsend Mutual • Waterford, ON

20h • Hybrid

About The Position

The CTM Customer Service Representative is a vital part of our Agency Team, responsible for managing workflows and providing professional service support while working alongside experienced Agents. Our CSR Team works as a unit and thrives on teamwork, supporting their Agent partners as well as each other. This role also provides an opportunity to build working relationships with the Underwriting Team and learn multiple lines of insurance.

Requirements

• Minimum 1 year of insurance experience
• OTL General Agent License or Registered Insurance Broker of Ontario License (RIBO) to be changed to OTL
• Valid Ontario Driver’s License
• College Diploma in a business subject
• Customer Service experience with a passion to provide prompt and professional service
• Strong communication and time management skills with a detail-oriented mindset
• Ability to work with a team and independently

Nice To Haves

• Familiarity with Applied Epic would be an asset

Responsibilities

• Respond to customer enquiries including policy changes, coverage explanations & recommendations
• Complete Personal Lines renewal reviews including generating ITVs
• Manage Expiry Lists to ensure all renewal policies are issued
• Process and prepare Commercial and Farm Renewal Packages for assigned Agents
• Collaborate with Agents regularly, sharing information to further enhance the customer experience
• Generate proofs of insurance including Certificates of Insurance, Liability Slips and Binders
• Support best practices through clear and concise documentation and by following team workflows & processes
• Update claims closing notices in the agency management system
• Support our Corporate Services Administration Team when needed
• Champion a culture of kindness, diversity, and respect by living the CTM Values

Benefits

• A flexible hybrid work environment
• A rewarding career and comprehensive compensation & benefits package
• Training, education, and career advancement opportunities
• A work environment that is fun and friendly and supports a healthy work-life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree