Action Jobs in Perth, ON

Haldimand Insurance Brokers Ltd. – Broker / CSR Position

JOB POSTING : Broker / CSR Position (Haldimand Insurance Brokers Ltd.) - Caledonia Location

Location : 322 Argyle St. S Caledonia, ON N3W 1K8

We are hiring a full-time CSR. At Haldimand, we foster a professional, fun environment and are community-minded. We offer a flexible work schedule. We look to WOW our clients at every turn. We focus on building our relationships and not setting sales targets. We love to empower our team to make good decisions for our clients. If this interests you, we would love to meet.

Responsibilities :

• Respond to client, carrier and colleague inquiries
• Answer incoming calls and welcome clients who visit our office
• Prepare and process new business, renewals, and endorsements
• Review underwriting information for accuracy and optimal insurance solutions
• Process client payments and assist with billing inquiries
• Advocate on the client's behalf with Insurance companies
• Cross sell and up-sell to existing clients
• Take new claims reports and submit to the insurance carrier
• Follow up on client accounts to ensure outstanding issues and activities are resolved
• Help create a customer-centric mindset and culture while enjoying our teamwork environment

Qualifications :

J-18808-Ljbffr