Customer Service Representative, Personal Lines | Insurance | Auto - Home - Life - Business |

Customer Service Representative, Personal Lines is a dynamic and growing insurance brokerage operating throughout the Atlantic Provinces. We are currently seeking a highly motivated and competent individual to join our Fredericton team(either at our Prospect or Main St. location) as a Customer Service Rep to provide exemplary customer service to existing Personal Lines clients; assessing their needs and recommend convenient solutions by cross selling new policies and upselling accounts. Also, responsible for building and managing client relationships with new and existing clients.


  • Responding to incoming requests for insurance via various channels including but not limited to referrals, phone, email, website or walk-ins.
  • Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions and answer inquiries
  • Assist with the retention of existing book of business and meet set targets.
  • Contact Underwriters and Adjusters to discuss guidelines and policies.
  • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
  • Be attentive to the customer to fully understand their situation.
  • Keep current on underwriting rules and workflow processes.
  • Actively participate in training initiatives and professional development required of the position.
  • Build positive working relationships with internal and external parties, including networking at industry events.
  • Perform other duties as assigned.


  • Post-secondary education or related insurance industry experience;
  • Licensed and working towards CAIB designation (an asset) OR ability to obtain a Broker license;
  • Strong technical and insurance market knowledge;
  • Working knowledge of Microsoft Office;
  • Superior organizational skills, flexibility, and an ability to work in a fast-paced environment;
  • Ability to convey complex, detailed information in a clear and concise manner;
  • Excellent verbal and written communication skills;
  • Strong attention to detail, analytical and problem-solving skills;
  • Self-starter, highly motivated, client focused and team player.

Let GoToInsure help you achieve your career goals in a culture that offers growth and balance. Our commitment to our employees is to offer a competitive compensation package which includes a comprehensive benefits program and a commitment to ongoing professional development.

If you are interested in this exciting, challenging position please send us your resume. 

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