Commercial Lines CSR

 The CSR will assist in our Commercial department by providing processing support to marketers and account managers.

Primary responsibilities include:

  • Providing our internal and external clients with prompt and professional service;
  • Preparing documentation, letters, certificates of insurance for our clients, insurers and other parties, as required;
  • Accurate processing of endorsements, invoice transactions, and working with spreadsheets;
  • Handling routine inquiries and facilitate processing requests


  • Minimum of 3 years Commercial Lines Broker servicing experience;
  • RIBO license required


  • Highly efficient with Word and Excel;
  • Must have a good understanding of property and casualty insurance products;
  • A team player with sound work ethic;
  • A very strong attention to detail and be a quick learner;
  • Excellent organizational, interpersonal, written and oral communication skills;
  • Experience with The Agency Manager (TAM) and PolicyWorks would be considered an asset


Interested applicants may apply to Keith Porter:

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