Licensed Insurance Service Agent

Location: Waterford, Ontario | Department: Sales |Contract type: Permanent, Full-Time

JOB OVERVIEW:

TheLicensed 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
1. Responds to customer enquiries for policy changes, offering coverage explanations and recommendations
2. Manage an expiry list to ensure all renewals are issued, and complete reviews including generating ITVs
3. Follow team workflows and processes
4. First point of contact for Claim reporting
5. Generate proofs of insurance including Liability Slips and Binders
6. Follow documentation standards for all client-related conversations
7. Champion a culture of kindness, diversity, and respect by living the CTM Values

8. 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 License
Customer 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 (AODA IN ONTARIO)

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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Licensed Insurance Service Agent