Licensed Insurance Agent – Service Team

Caradoc Townsend Mutual

4d • Onsite

About The Position

The Licensed Insurance Agent provides efficient and professional customer service to an assigned Personal Lines book of business. This salaried role is relationship driven with a focus on strong retention results. New business opportunities are created through cross sell and referrals.

Requirements

• Minimum 3 years front-line insurance experience
• OTL License (Agent License) or Registered Insurance Broker of Ontario License (RIBO) to be changed to OTL
• Valid Ontario Driver’s License
• Customer service experience with a passion to provide prompt and professional service
• Strong communication and time management skills
• A detail-oriented mindset
• Ability to work independently and within a team

Nice To Haves

• Familiarity with Applied Epic would be an asset
• College Diploma in a business subject would be considered an asset

Responsibilities

• Responds to customer enquiries for policy changes, offering coverage explanations and recommendations
• Manage an expiry list to ensure all renewals are issued, and complete reviews including generating ITVs
• Follow team workflows and processes
• First point of contact for Claim reporting
• Generate proofs of insurance including Liability Slips and Binders
• Follow documentation standards for all client-related conversations
• Champion a culture of kindness, diversity, and respect by living the CTM Values

What This Job Offers

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