Client Service Representative

Sales / Ventes Mississauga, Ontario


Position at Federated Insurance

“The Power of Together”

Federated Insurance, a subsidiary of Northbridge Financial Corporation, is a leading commercial property and casualty insurance company that’s been helping protect Canadian businesses for more than 90 years. We’re 100% Canadian!

We offer a wide range of creative solutions to our customers and we strive to create a fair and friendly culture, upheld by the foundation of our five corporate values: respect, passion, connectedness, creativity, and excellence. At Federated our purpose is to Trust, Advise and Protect.

By continually striving to challenge the status quo, and by focusing on our customers’ needs, we’ve been able to build our reputation as one of Canada’s largest commercial insurance providers.  

To help us continue to build on this success, we’re committed to attracting, developing and retaining the best people. Be part of a team that’s passionate about making a difference every day, fueled by our entrepreneurial spirit and where everyone owns a part of our success. Our company has had an amazing journey so far, and our future is full of new possibilities.

Position Summary

The Client Service Representative position provides exceptional front-line commercial client service in a Commercial Insurance Specialist (CIS) support role, providing timely service and information to the client, CIS and Underwriting.

What you will be doing: 

Client Service:

  • Providing front line communication liaison with our commercial clients, handling all incoming client phone calls, resolving questions related to coverage additions, deletions and modifications
  • Timely handling of client service requests
  • Completing policy adjustment requests, identifying and informing CIS where potential cross sell/upsell opportunities exist
  • Maintaining client database
  • Processing certificates of insurance, pink cards, coverage confirmations etc.

Commercial Insurance Specialist Support

  • Assisting CIS with their responsibilities so as to effectively maximize their use of time, forwarding critical phone messages and correspondence to CIS, keeping them informed of account status
  • Providing timely information from the client to the risk analysts as requested
  • Assisting in the preparation and production of all documents as required
  • Supporting renewal and underwriting function
  • Calling clients on over-due accounts as required
  • Producing Annual Client Reviews and proposals as required
  • Completing policy adjustment requests and informs CISs where potential coverage deficiencies are evident
  • Keeping CISs informed in advance of all renewal and ACR due dates and assisting the maintenance of ACR completion system
  • Assisting in obtaining territory results and forwarding to District Sales Manager on a weekly basis.

Administrative

  • Data input of renewals and new business
  • Completing of adjustments and changes as required and authorized
  • General maintenance of computer database and Salesplace system
  • Producing of documents and reports as required
  • Maintaining client files in an orderly, organized manner
  • Delivering office support to the underwriting team
  • Developing knowledgeable of Federated’s products in our target market

 What we are looking for:

  • Diploma course in an administrative or business-related field or an equivalent combination of education and related experience
  • Licensed in Commercial Lines Insurance
  • Strong Microsoft office skills
  • Experience working in a professional environment where the delivery of high quality customer service is the standard

What sets you apart:  

  • Excellent communication skills
  • Willingness to help others and support the team objectives
  • Demonstrated proficiency at managing multiple and changing priorities/projects and delivering results
  • Enthusiasm for learning and development
  • Proven track record of focusing on customer needs and ensuring the delivery of high quality of service

Application process:

Federated welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Interested, qualified candidates are encouraged to apply below.

All offers of employment are conditional upon satisfactory background and reference checks, including a criminal record check, credit check, and employment and educational verifications.