Retention jobs

Customer Service Representative – Greenwich Office

AA Munro Insurance is seeking a motivated and customer-focused Customer Service Representative (CSR) to join our Greenwich office. This is an excellent opportunity for an individual who enjoys helping people, thrives in a fast-paced environment, and is looking to build a long-term career in the insurance industry.

As a CSR, you will play a key role in delivering exceptional service to our clients while supporting our sales and service teams. The ideal candidate is a self-starter with strong communication skills, attention to detail, and the ability to manage multiple priorities while maintaining a positive, professional attitude.

Key Responsibilities

• Provide exceptional customer service to clients in person, by telephone, and through email correspondence.
• Respond to client inquiries regarding personal insurance products, coverage options, billing, and claims processes.
• Process policy changes, endorsements, renewals, cancellations, and reinstatements accurately and efficiently.
• Review insurance needs with clients and identify opportunities to recommend additional products and coverage solutions.
• Prepare insurance quotes and assist with the sale of new personal lines policies.
• Maintain accurate client records and documentation within the Applied Epic Broker Management System.
• Enter data, update policy information, and ensure files are complete and compliant with company and insurer requirements.
• Work closely with insurance carriers to secure quotes, process transactions, and resolve client concerns.
• Assist with retention efforts by proactively contacting clients and ensuring renewal business is retained whenever possible.
• Support branch goals and contribute to a positive, team-oriented workplace culture.
• Stay current on insurance products, underwriting guidelines, and industry trends through ongoing training and development.

Qualifications & Skills

• Personal Lines Insurance experience is considered a strong asset.
• Experience using the Applied Epic Broker Management System (EPIC) is preferred.
• Licensed or willing to obtain a General Insurance licence.
• Strong verbal and written communication skills.
• Proven ability to provide outstanding customer service.
• Sales-oriented mindset with the ability to identify client needs and recommend appropriate solutions.
• Strong organisational skills and attention to detail.
• Ability to multitask and prioritise effectively in a fast-paced environment.
• Proficient with Microsoft Office applications and general computer systems.
• Positive attitude, strong work ethic, and commitment to teamwork.

Why AA Munro Insurance?

For over 80 years, AA Munro Insurance has proudly served Atlantic Canadians with trusted insurance advice and exceptional customer service. We are an innovative and growing brokerage that combines a people-first culture with a performance-focused approach. We are committed to supporting our employees through training, development opportunities, and a collaborative team environment where you can build a rewarding career.

If you enjoy helping people, thrive in a customer-focused environment, and are interested in building a career with one of Atlantic Canada's leading independent insurance brokerages, we encourage you to apply today.

Job Types: Full-time, Permanent

Pay: $45,000.00-$55,000.00 per year

Benefits:

• Extended health care
• On-site parking
• Paid time off
• RRSP match

Education:

• Secondary School (preferred)

Experience:

• General Insurance: 1 year (preferred)
• customer service: 3 years (preferred)

Licence/Certification:

• General Insurance License (preferred)

Work Location: In person