RIBO qualified CSR – Insurance/Personal Assistant | Fully Remote
Must be RIBO qualified and based in ON. Must be proficient in ARS & powerbroker.
Salary: $60,000 per year
Experience: Minimum 5 years of insurance experience
Work Arrangement: Fully Remote
We are seeking an experienced and highly organized Personal Assistant / CSR to support and manage a producer’s high-volume book of business.
This is a hands-on role for an experienced insurance professional who can independently manage the day-to-day servicing and administrative requirements of a busy book of business. The successful candidate must be extremely organized, detail-oriented, proactive, and comfortable working in a fast-paced environment with a high volume of client and policy activity.
Key Responsibilities
- Manage the day-to-day servicing of a high-volume insurance book of business on behalf of a producer
- Act as a primary point of contact for clients and insurance companies
- Handle policy changes, endorsements, certificates, renewals, cancellations, payments, and other client requests
- Manage renewal follow-ups and ensure all outstanding items are completed within required timelines
- Prepare and process documentation accurately and efficiently
- Communicate with clients, underwriters, and insurance companies on behalf of the producer
- Maintain accurate and up-to-date client and policy information
- Monitor emails, tasks, and follow-ups to ensure nothing falls through the cracks
- Assist the producer with day-to-day account management and administrative responsibilities
- Prioritize and manage a large volume of requests while maintaining a high level of client service
- Work independently and proactively to keep the producer's book organized and running efficiently
Requirements
- Minimum 5 years of insurance industry experience
- Extremely proficient in ARS and PowerBroker — this is a mandatory requirement
- Strong knowledge of insurance terminology, policy servicing, and brokerage operations
- Experience managing or servicing a high-volume book of business
- Excellent written and verbal communication skills
- Exceptional organizational and time-management skills
- Strong attention to detail and accuracy
- Ability to prioritize multiple tasks and meet deadlines
- Self-motivated and able to work independently in a fully remote environment
- Strong computer and administrative skills
- Professional, reliable, and proactive approach to client service
What We Offer
- Fully remote position
- $60,000 annual salary
- Opportunity to work closely with an experienced producer
- Long-term opportunity within a professional insurance environment
Pay: $60,000.00 per year
Work Location: Remote
