Personal Line Insurance CSR – Hybrid (Markham, GTA)

About the role

We are seeking a Customer Service Representative (CSR) to join a family‑owned insurance brokerage serving the Markham and Greater Toronto Area. The role focuses on personal line policies, providing proactive support to clients and producers while working in a hybrid environment.

Key responsibilities

• Handle policy changes, endorsements, and client inquiries with accuracy.
• Support producers by completing servicing tasks; no cold‑calling required.
• Build and maintain lasting client relationships through attentive service.
• Ask targeted questions to identify client needs and recommend appropriate solutions.
• Utilize major carrier platforms and modern brokerage systems to process transactions.

Required profile

• Minimum 3 years of experience in an insurance brokerage (direct writers not required).
• RIBO‑licensed with solid knowledge of auto and home lines.
• Located in Markham or the GTA to attend hybrid workdays.
• Advisor‑mindset focused on client outcomes rather than task processing.

Required skills

• PowerBroker (experience preferred; training provided for the right candidate).

What we offer

• Base salary $60‑65 K CAD plus commission on referrals (40 % new business, 25 % renewals).
• True hybrid flexibility – two days remote after training.
• Clear career progression: CSR → Account Manager → Team Lead or Producer.
• Family‑owned environment with no corporate bureaucracy.