Personal Lines CSR

Our client is a well-established, independent insurance brokerage based in Toronto, currently hiring due to continued growth and an upcoming retirement. This is a stable, long-term opportunity within a collaborative environment that prioritizes client service and relationship management over aggressive sales targets.

You’ll support a  personal lines book of approximately $2.5M in premium , working closely with producers and an in-house sales team. Cross-selling and upselling are primarily handled internally, allowing this role to focus on servicing, renewals, and delivering a high-quality client experience.

Key Responsibilities

Prepare and process applications, endorsements, binders, renewals, cancellations, and invoicing using  EPIC and carrier portals

Conduct annual renewal reviews and risk exposure analysis

Provide competitive quotes and recommend appropriate coverages

Manage renewal lists, audits, binders, and aged receivables

Prepare proof of insurance for financing and leasing companies

Maintain accurate and compliant electronic client files in  EPIC

Respond to client inquiries via phone, email, and written correspondence

Build strong working relationships with clients and insurance company underwriters

• Support marketing communications and special projects as required

What We’re Looking For

RIBO license in good standing

Minimum  2 years of personal lines experience  in a brokerage environment

(3–5 years preferred)

Comfortable handling a high volume of phone-based client interactions

Strong understanding of personal lines underwriting and coverages

Experience using  EPIC  and company portals

Strong organizational skills and attention to detail

Excellent verbal and written communication skills

Ability to work independently and collaboratively in a fast-paced environment

Proficiency with Microsoft Outlook, Word, and Excel

Compensation & Benefits

Competitive base salary, commensurate with experience

Commission opportunities on family and referral business

Comprehensive health and benefits package

Generous vacation entitlement

Additional paid personal days, including a  special birthday day off

Why Join?

Long-standing, reputable brokerage with strong local roots

No aggressive sales targets

Supportive and collaborative team environment

Clear role expectations and manageable workload

At Aplin — together with our brands CompuStaff and Impact Recruitment — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.