Client Service Representative – Farm and Commercial Lines
Location: Lindsay/Cobourg Office - This is an essential position to be in office 5 days per week (possibility to toggle between office locations)
Salary Range: $56,400 – $84,600 (commensurate with experience and qualifications)
Reports to: Manager of Business Development
Join Our Team
We're looking for a dedicated and customer-focused Client Service Representative to join our Agent Department. In this role, you'll provide exceptional service to our policyholders while supporting the servicing, retention, and renewal of automobile, property, and farm insurance policies.
If you're detail-oriented, enjoy building relationships, and thrive in a collaborative team environment, we'd like to hear from you.
This is an office-based position and regular attendance in the office five (5) days per week is an essential requirement of the role.
What You'll Do
Client Service & Relationship Management
- Deliver prompt, professional, and courteous service by phone, email, and in person.
- Respond to client inquiries regarding insurance coverage, billing, claims, and policy changes.
- Build and maintain strong client relationships to support client retention and identify cross-selling opportunities.
- Educate clients on available coverages, policy updates, and risk management recommendations.
Policy Administration
- Process endorsements, renewals, cancellations, reinstatements, and other policy transactions using the Cognition+ system.
- Review policies for accuracy and completeness.
- Prepare certificates of insurance, liability slips, pink slips, and proof of insurance documentation.
- Maintain accurate client records and documentation.
- Work closely with the Underwriting Department to obtain approvals and process policy updates.
- Ensure claims documentation and reporting meet company standards.
- Review inspection reports and photographs, communicating with clients regarding underwriting concerns when required.
Team Collaboration
- Participate in department meetings, training sessions, and professional development opportunities.
- Attend industry-related seminars and events.
- Perform other duties as assigned to support departmental and organizational objectives.
What You'll Bring
Required Qualifications
- College diploma or university degree.
- General Insurance (Other Than Life) License (RIBO).
- Minimum 3–5 years of customer service experience, preferably within the insurance industry.
- Experience with property, automobile, farm, or commercial insurance.
- Strong computer skills and proficiency with Microsoft Office applications.
Preferred Qualifications
- Chartered Insurance Professional (CIP) designation.
- Fellow Chartered Insurance Professional (FCIP) designation.
- Canadian Risk Management (CRM) designation.
- Experience working within the Mutual insurance system.
Knowledge, Skills & Attributes
The successful candidate will demonstrate:
- Knowledge of Ontario insurance regulations and Mutual insurance practices.
- Understanding of insurance wordings and rating manuals.
- Exceptional attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Strong organizational and time management abilities.
- A positive, proactive, customer-first attitude.
- The ability to prioritize competing responsibilities and consistently meet deadlines.
- Flexibility, adaptability, and a collaborative approach to teamwork.
- Professionalism and discretion when handling confidential information.
Working Relationships
You'll collaborate closely with colleagues across:
- Agent Department
- Underwriting
- Claims
- Loss Control
- Finance
You'll also interact regularly with policyholders, prospective clients, and industry partners.
Why Join Us?
We offer a supportive team environment where your contributions matter. You'll have opportunities for professional development, ongoing training, and the chance to build a rewarding career in the insurance industry.
If you're passionate about delivering outstanding client service and want to be part of a collaborative organization, we'd love to hear from you.
Salary: $56,400 – $84,600, based on qualifications and experience.
Equity, Diversity & Inclusion
We are committed to fostering an inclusive workplace where all employees feel respected, valued, and empowered to succeed. We welcome applications from individuals of all backgrounds, including women, Indigenous Peoples, persons with disabilities, members of visible minorities, members of the 2SLGBTQIA+ community, and others who contribute to the diversity of our workplace. We believe that diverse perspectives strengthen our organization and the communities we serve.
Accessibility
We are committed to providing an accessible recruitment process in accordance with the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
Work Location: In person
