HTM Insurance
Personal Lines CSR
Cobourg, Ontario
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hirly's read of this role
- Seniority
- Mid level
- Stated salary
- $51,200 – $76,800 per year
- Country
- CA
- Work mode
- On-site / unstated
- First seen by hirly
- 1 Oct 2026
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the posting
Personal Lines CSR
- Location: Cobourg or Lindsay Ontario (On-site – 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.
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