Personal Lines – Insurance Service Representative (CSR)
(Unionized Brokerage)
Waterloo, Ontario
HYBRID
Join a Supportive Team & Grow Your Career in Insurance:
Are you looking for a role where you can make an impact, grow your career, and be part of a supportive team? As a Sales & Service Representative, you'll play a key role in providing exceptional client service while also having opportunities to develop your skills and advance within the industry. This is a great opportunity to work within a unionized brokerage that values professional growth, teamwork, and long-term career development.
What You'll Be Doing:

• Serve as a trusted advisor to clients by responding to phone calls, emails, and addressing inquiries.
• Process policy changes and endorsements in BMS and carrier portals, ensuring accuracy and efficiency.
• Access and attach MVR, Autoplus, and HITS reports to BMS
• Maintain detailed activity logs in BMS and Blue Butler to track client interactions and follow-ups.
• Identify cross-sell and upsell opportunities to help clients get the best coverage.
• Manage NSF, lapse, and final notices, assisting clients with policy reinstatements or remarketing as needed.
• Offer claims guidance, helping insured clients navigate the process and connecting them with the appropriate claims team.
• Work closely with management, your team and underwriting to continue building your expertise and career.

What You'll Bring:

• RIBO license (minimum 1 year of experience).
• Additional provincial licensing is an asset but not required.
• Strong communication skills—both verbal and written.
• Experience with BMS.
• Familiarity with company portals.

Why Apply?

• Supportive, team-oriented culture where your contributions are valued.
• Opportunities for career growth within a brokerage that encourages professional development.
• A stable, unionized environment that offers job security and a strong sense of community.
• The chance to build relationships with clients and truly make a difference in their insurance experience.

If you're looking for a role where you can develop your career, be part of a great team, and make an impact, we'd love to hear from you!