Personal Lines - Insurance Client Service Representative

Personal Lines CSR 

Location: Cobourg or Lindsay Ontario (On-site – 5 days per week)

Essential Position: required to be in the office 5 days per week
Salary: $51,200 – $76,800 per year 
Experience Required: 3-5 years

About the Role

Are you passionate about delivering exceptional customer service and have a solid understanding of insurance? Our Agent Department is seeking a Personal Lines Client Service Representative (CSR) to support our clients. As a CSR, you will work closely with clients, Agents and underwriters  to ensure policy accuracy, process transactions efficiently, and provide proactive client communication. This is a great opportunity to grow your career in a professional, supportive environment.

Key Responsibilities

• Provide prompt, professional service to clients via phone, email, and in person
• Respond to client inquiries regarding coverage, billing, claims, and policy changes
• Process policy changes, renewals, cancellations, and reinstatements in our Cognition+ system
• Prepare certificates of insurance, liability slips, pink slips, and proof of insurance documentation
• Maintain accurate client records and ensure compliance with company standards
• Build strong client relationships to support retention and cross-selling opportunities
• Participate in department meetings, training, and industry events

What We’re Looking For

• 2–4 years of customer service experience, preferably in insurance (Property, Auto, Farm, or Commercial)
• College diploma or university degree
• General Insurance (Other Than Life) License or willing to acquire within 2 months of start date
• Strong attention to detail, organizational skills, and ability to prioritize
• Excellent written and verbal communication skills
• Positive, adaptable, “can-do” attitude

Assets:

• CIP, FCIP, or CRM designation
• Experience with Mutual insurance systems

Why Join Us?

• Competitive salary: $51,200 – $76,800 per year
• Professional, collaborative, and supportive work environment
• Career growth and professional development opportunities
  • Gain practical experience in the insurance industry
  • Work in a collaborative, supportive office environment
  • Develop transferable administrative and professional skills
  HTM Insurance is an equal opportunity employer committed to diversity, inclusion, and accessibility. Accommodation is available throughout the recruitment process in accordance with AODA.