Personal Lines - Insurance Client Service Representative

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.