Personal Lines Service Representative



Personal Lines Service Representative Edmonton, AB

Please submit your resume directly to George Hoadley via email at or call George Hoadley directly at 780-944-1379.

Fantastic Opportunity for Home & Auto Personal Lines Service Representative, Edmonton AB

The Opportunity

Our client, a well-established insurance brokerage firm is looking for a Home & Auto Personal Lines Service Representative to join their team and help guide the growth and renewal of their personal lines accounts. If youre proactive, communicative, client focused, customer service oriented and interested in joining a team that challenges the status quo, then this may be the perfect opportunity for you!

Key Account Responsibilities and Functions

  • Be the first point of contact for clients and their needs
  • Provide client updates and respond to client inquiries in a timely manner
  • Complete all renewal procedures as outlined, including providing marketing and renewal presentations
  • Liaise with Service/Operations department on any problem or potential issues, including any bad debt accounts
  • Cross-sell / up-sell additional products and services
  • Supervise, mentor and provide training to Client Service Representatives
  • Complete and review coverage checklists on annual basis
  • Build strong and positive relationships with assigned underwriters, clients and colleagues
  • Assist Sales Team in the collection of deposits, premiums, finance deposits and outstanding underwriting requests
  • Maintain and update an organized data/filing system
  • Prepare client account reconciliations
  • Provide clear and effective communication to ensure timely processing of all transactions
  • Attend team meetings and client functions as required
  • By way of practice and promotion, adhere to company policies as outlined
  • Be aware of current and evolving industry requirements
  • Other duties as assigned/required

Required Skills and Qualifications

  • Level 1 Insurance License required, Level 2 desired
  • CIP, CAIB, or working toward designation
  • A minimum of 4-7 years commercial or personal insurance experience
  • A minimum of 3-4 years customer service experience
  • Previous experience working with sales agents and underwriters
  • Previous experience using Agency Manager and MS Suite
  • Exceptional customer service acumen
  • Clear and effective written and oral communication

Compensation and Benefits

  • Competitive salary
  • Comprehensive benefits

Please quote Job Reference #35080

Please submit your resume directly to George Hoadley via email at or call George Hoadley directly at 780-944-1379.

Executrade is one of the largest and most comprehensive full-service recruitment firms in Western Canada, with 11 divisions and locations in Edmonton and Calgary. We have over 45 years of experience helping client companies and candidates achieve their business goals and vision. Our success is due to our people, the strong relationships we build, and the continuous and robust evaluation and refining of our recruitment and staffing processes.

Individuals interested in this employment opportunity must obtain the necessary approvals from the Government of Canada – Citizenship and Immigration department, prior to applying for this position. In accordance with the Canadian Immigration laws, priority will be given to Canadian citizens and permanent residents of Canada for employment opportunities. Detailed information can be obtained from

Tagged as: Personal Lines Service Representative