Personal Lines Customer Service Representative (CSR)
Burlington| Full-Time | In-Office
About the Role
Our client, a respected brokerage in the Halton Region, is seeking a Personal Lines Customer Service Representative to join their in-office team. The ideal candidate is a RIBO-licensed insurance professional with strong technical knowledge of personal lines products, markets, and insurer portals.
In this role, you’ll be the trusted point of contact for personal home and auto clients—delivering exceptional service, expert guidance, and proactive policy management. You’ll play a key part in maintaining high client satisfaction, retention, and growth, while upholding the brokerage’s commitment to personalized service and professionalism.
Key Responsibilities
Client Service & Relationship Management
Respond promptly to client inquiries via phone or in person, ensuring timely and professional communication (calls returned within 2 hours).
Greet walk-in clients promptly, providing friendly and efficient service.
Manage claims proactively—report immediately, follow up with adjusters and clients, and maintain communication throughout the process.
Conduct policy reviews, explain coverage's and limits, and identify opportunities to fill gaps in protection.
Handle billing inquiries, payments, and account reconciliations accurately and efficiently.
Maintain professionalism when managing complaints or resolving client issues.
Adhere to privacy and confidentiality regulations when handling client information.
Sales & Account Development
Identify opportunities to up-sell or cross-sell additional products to enhance client protection.
Round out accounts and write new business through referrals and relationship building.
Support retention and growth goals through consistent and value-driven client interactions.
Administration & Processing
Maintain accurate client records in the Broker Management System (BMS).
Stay up to date with insurer communications, procedures, and underwriting guidelines.
Utilize rating software and portals to process quotes, endorsements, and renewals efficiently.
Ensure all documentation and correspondence are recorded accurately and on time.
Qualifications & Skills
Education & Licensing
High School Diploma (post-secondary education in Business or Insurance preferred).
RIBO License required.
Technical Skills
Proficiency in MS Office (Word, Excel, Outlook).
Experience with Broker Management Systems, rating software, and insurer portals.
Strong computer literacy and attention to detail.
Core Competencies
Exceptional customer service and relationship-building skills.
Strong organizational and multitasking abilities.
Effective problem-solving and conflict resolution skills.
Excellent listening, communication, and policy interpretation abilities.
Team-oriented with a proactive, professional attitude.
Why Join Our Client’s Team?
Be part of a respected brokerage with a strong reputation for client care and retention.
Work in a supportive, in-office environment that values teamwork and professional growth.
Opportunity to build lasting client relationships while developing your career in personal insurance.
If you’re a detail-oriented and client-focused insurance professional who thrives in a collaborative environment, we want to hear from you!
Thanks,
Lexi
Personal Lines CSR • Burlington, ON
KRGinsure, a trusted tradename of RRJ Insurance Group Ltd.Ontario’s leading brokerages with branch offices across Southern Ontario.We pride ourselves on tailored solutions, strong market relationsh...Voir plus
A local insurance brokerage in Ontario is seeking an experienced professional dedicated to client service in personal lines insurance.The successful candidate will manage client requests, assist wi...Voir plus
A leading insurance brokerage in Peel Region, Canada is looking for an Account Manager to provide exceptional customer service and manage routine policy servicing.Applicants should have a minimum o...Voir plus
We are a large brokerage located in Vaughan, and we are currently looking for a Personal Lines Customer Service Representative (CSR) / Personal Lines Account Manager to grow with our team.If you ha...Voir plus
A leading insurance brokerage in Vaughan is seeking a full-time Personal Lines CSR to provide exceptional customer service to clients.This position requires a RIBO License and 2-4+ years of experie...Voir plus
A leading insurance brokerage in Oakville is seeking a motivated Personal Lines Technical Service Representative to support sales and client communications.This full-time role requires RIBO licensi...Voir plus
Our client, an Insurance Brokerage with a national presence is looking to add skilled brokers to their Inbound Personal Lines Sales team in Oakville, ON.This is an exciting opportunity to join a gr...Voir plus
Our brokerage has a great philosophy, motivate your staff to succeed and you will succeed as a brokerage.We put as much emphasis on you as a person as we do on the skills you bring to the table.The...Voir plus
A leading insurance firm in Ontario is seeking a Client Solutions Manager for its Personal Lines team.The successful candidate will manage client accounts, ensure exceptional service, and identify ...Voir plus
A leading insurance brokerage located in Brampton is seeking a motivated Insurance Broker to drive new business and manage client relationships for personal insurance products such as auto and home...Voir plus
Our client, a well‑respected brokerage with over 30 years in the insurance industry located in Woodbridge, is in search of a Personal Lines Account Executive to join their team.This experienced ins...Voir plus
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.You’ll be backed by our digital ecosystem: a ...Voir plus
Drive client success as a Personal Lines Client Executive in a full-time office role.Manage a growing $5M portfolio while ensuring exceptional service and retention for transportation industry clie...Voir plus
Are you a client-focused insurance professional who loves building relationships and making a real difference for the people you work with? My client is looking for a motivated and personable Profe...Voir plus
Personal Lines Account Manager.At Hello World Recruitment, we specialize in identifying and offering top-tier.Personal Lines Account Manager.This role will be responsible for managing a book of per...Voir plus
Elevate your career as an Insurance Broker specializing in Commercial and Personal Lines.Assess client needs, recommend coverage, and secure policies while managing renewals effectively.This role f...Voir plus
Take on the role of Account Assistant for Personal Lines Insurance.This hybrid position allows you to develop insurance skills while delivering top-notch service in a collaborative environment.As a...Voir plus
RIBO-licensed Personal Lines CSR working in a brokerage.We’re looking for someone who is detail-oriented, responsive, and thrives in a fast-paced environment.Respond to clients quickly with a stron...Voir plus
){kind=logo}
