Customer Service Representative

Customer Service Representative

Billyard Insurance Group (BIG) is seeking a Customer Service Representative (CSR) to join our Peterborough office. In this role you will be the lead contact for client inquiries, manage policy renewals and endorsements, and provide expert guidance to clients.

As a CSR, you’ll be the lead contact for incoming calls and questions from our clients and prospective clients, ensuring they receive quality customer service. Your day-to-day will include:

• Serving as a point of contact for clients and liaising with team members to enhance service
• Assisting with billing inquiries and processing
• Managing and servicing the existing book of business by handling renewals, endorsements, and policy changes
• Acting as a trusted advisor to clients, providing expert guidance and support
• Identifying opportunities to enhance client coverage and recommending additional products or services
• Ensuring accuracy and compliance in all policy documentation and transactions
• Collaborating with underwriters and carriers to resolve client inquiries and coverage concerns
• Maintaining up-to-date records and ensuring all interactions align with regulatory requirements

• Excels in building strong, long‑term client relationships with a client‑first mindset
• Has a keen eye for detail and strong problem‑solving abilities
• Thrives in a fast‑paced environment and can effectively manage multiple priorities
• Communicates clearly and professionally, both verbally and in writing
• Works well independently while also contributing to a collaborative team environment
• Is proactive in staying informed about industry trends, regulatory updates, and product knowledge

Required:

• Active and current insurance broker license for the relevant provincial regulatory body (e.g., RIBO)
• High school diploma or equivalent
• Minimum of two (2) years of experience in a service‑focused administrative role
• Strong understanding of insurance products, underwriting principles, and regulatory compliance
• Proficiency in policy management and CRM systems

Asset:

• A university degree in a related field or a college diploma in Insurance from a Canadian post‑secondary institution

• Industry‑leading proprietary technology to streamline underwriting, quoting, and policy management
• Ongoing education and professional development to help you continuously refine your expertise
• A hybrid work environment, giving you the flexibility to balance business and personal life
• A strong national brand with an established presence and a collaborative, growth‑focused culture
• Competitive salary ranging from $45,000 to $55,000 per year, depending on skills and experience
• Opportunities to earn commissions based on skills and experience
• Potential for yearly bonus based on branch performance
• Hybrid based role allowing a flexible work environment

Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal‑opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity.

Billyard Insurance Group is committed to developing an inclusive, barrier‑free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility‑related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at  or 705‑740‑1658.

Artificial intelligence tools may be used to assist in screening, assessing, or selecting applicants for this position.