Personal Lines CSR - IW-

Date of modification: July 4, 2022

Job number: IW-


Job title: Personal Lines CSR

Location: Mississauga


Work for a national broker in a small friendly environment!

Our client is seeking a dynamic insurance professional for their Mississauga office.  This is an excellent opportunity for a professional, enthusiastic and highly motivated individual with a desire to make a significant contribution to their Personal Lines team.  This individual will also liaise with insurance companies resulting in maintaining and exceeding the reputation and service standards of the company.


Position Overview 

  • Responsible for providing exceptional day to day service to clients and handling the client file activities to maintain retention targets
  • Obtaining expiry dates and follow up on leads to place new business
  • Attain premium growth targets by cross selling, up selling appropriate coverages and New Business
  • Binds accounts/coverage with insurer
  • Maintain professional relationships with key underwriters to ensure maximization of new business growth and retention opportunities
  • Represent the brokerage at industry functions, when required

Position Requirements

  •  Minimum of 5 years Personal insurance experience
  • Valid RIBO license is mandatory
  • CIP, FCIP, or CAIB designation or working towards completion an asset
  • Must have a professional presentation and demeanor and a solid understanding of the personal insurance business in a service-focused environment.
  • Strong analytical, organization and time management skills
  • Excellent interpersonal, verbal and written communication skills
  • Strong team player – ability to adapt to and work cooperatively with various individuals
  • Ability to multi-task in a fast-paced environmentProficient in Microsoft Office products and experience with Agency Manager, industry software and rating engines an asset. (EPIC & Compu-Quote)


If interested in exploring this opportunity please reach out to me via email at or call me at 416-868-6711 x 226. 


  • City: Mississauga
  • Market segment: Insurance
  • Job Type: Full-Time
  • Education: RIBO
  • Expertise: Customer Service - Personal , Broker-Customer Service , Broker-Personal
  • Minimum experience required: 5 to 6 Years