Insurance Service Agent Waterford

Position: Full-Time Insurance Service Agent Waterford
Location: Waterford

Elevate your career as a Full-Time Licensed Insurance Service Agent in Waterford, Ontario. You'll focus on client retention and providing exceptional customer service in this salaried position.

As a Licensed Insurance Service Agent at CTM, you will manage a Personal Lines book, responding to inquiries and facilitating policy changes. This role emphasizes relationship building with clients, delivering strong retention results, and generating new business through referrals and cross-selling opportunities.

Key Responsibilities:

• Respond to customer inquiries and policy change requests

• Manage renewals and generate important ITVs

• Follow established team workflows and processes

• Act as the first contact for claim reporting

• Generate proofs of insurance, including Liability Slips

Requirements:

• Minimum 3 years of front-line insurance experience

• OTL or RIBO license required

• Valid Ontario Driver’s License

• Strong communication and time management skills

• Detail-oriented with experience using Applied Epic

Become a key player in enhancing customer satisfaction and retention as part of CTM's Insurance Service team.