Job opportunity
Licensed Insurance Service Agent
Caradoc Townsend Mutual
Licensed Insurance Service Agent
Location: Waterford, Ontario | Department: Sales | Contract type: Permanent, Full-Time
Job Overview
The Licensed Insurance Service 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.
Key Accountabilities
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
Perform other related duties as assigned
Qualifications
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 LicenseCustomer service experience with a passion to provide prompt and professional service
Strong communication and time management skills
A detail-oriented mindset
Familiarity with Applied Epic would be an asset
College Diploma in a business subject would be considered an asset
Ability to work independently and within a team
Accessibility Statement
CTM is committed to providing a barrier-free work environment in concert with the provincial guidelines for accessibility (Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, Ontario Only). As such, CTM will make accommodations available to applicants with disabilities upon request during the recruitment process.
Human Rights Statement
CTM strives to ensure that its employment practices are free from direct and indirect discrimination and is committed to upholding the human rights of those participating in the hiring process. In pursuit of this commitment, CTM will not condone or tolerate any acts of discrimination or harassment under any of the grounds protected under human rights legislation. This commitment extends to the hiring process and throughout the course of employment.
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Apply on source site Location: Waterford, Ontario | Department: Sales | Contract type: Permanent, Full-Time
Job Overview
The Licensed Insurance Service 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.
Key Accountabilities
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
Perform other related duties as assigned
Qualifications
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 LicenseCustomer service experience with a passion to provide prompt and professional service
Strong communication and time management skills
A detail-oriented mindset
Familiarity with Applied Epic would be an asset
College Diploma in a business subject would be considered an asset
Ability to work independently and within a team
Accessibility Statement
CTM is committed to providing a barrier-free work environment in concert with the provincial guidelines for accessibility (Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, Ontario Only). As such, CTM will make accommodations available to applicants with disabilities upon request during the recruitment process.
Human Rights Statement
CTM strives to ensure that its employment practices are free from direct and indirect discrimination and is committed to upholding the human rights of those participating in the hiring process. In pursuit of this commitment, CTM will not condone or tolerate any acts of discrimination or harassment under any of the grounds protected under human rights legislation. This commitment extends to the hiring process and throughout the course of employment.
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