Jobs in Burlington

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Within 25 km of Burlington

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MacDowell Insurance Brokers Ltd

PL CSR Broker

Burlington, ON, Canada

Full-time

Within 25 km of Burlington · About 4.3 km from the city centre

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Job details

Job type: Full-time
Apply by: Nov 15, 2026
Posted: Oct 16, 2026

Original job description

Company Description MacDowell Insurance Brokers Limited is a full-service, independently owned brokerage based in Burlington, Ontario, with over 139 years of experience serving a wide range of insurance needs. The team focuses on personalized, professional service, offering quality products, efficient support, and tailored advice for every client. By representing many respected insurance companies, MacDowell Insurance matches client needs with coverage options that balance value and protection. The brokerage emphasizes clear communication, competitive quotations, and staying current with industry trends through active association involvement. Team members work in an environment where client livelihoods and assets are carefully safeguarded, and long-term relationships are a priority.

Role Description The PL CSR Broker is a full-time, on-site role based in Burlington, ON, responsible for servicing and supporting personal lines insurance clients. Day-to-day responsibilities include responding to client inquiries, processing policy changes, renewals, and cancellations, and providing clear explanations of coverage, premiums, and options. The role involves preparing quotes, reviewing documentation for accuracy, and liaising with insurers to resolve issues, secure competitive terms, and ensure timely handling of requests. The PL CSR Broker maintains up-to-date client records, follows compliance and underwriting guidelines, and contributes to a positive client experience through proactive communication and follow-up. Collaboration with colleagues, participation in training, and ongoing knowledge development in personal lines products are important aspects of the position.

Qualifications

Strong customer-focused skills, including Customer Service and Customer Experience, with an ability to build trust and long-term client relationships.
Experience in client support environments, such as Customer Support and Customer Service Representatives roles, with a focus on professionalism and accuracy.
Demonstrated commitment to Customer Satisfaction, including effective issue resolution and clear, empathetic communication.
Ability to manage multiple client requests, prioritize tasks, and maintain detailed documentation in a fast-paced brokerage setting.
Solid written and verbal communication skills and comfort interacting with clients, insurers, and internal team members.
Proficiency with insurance management systems, office applications, and basic data entry and analysis.
Relevant insurance licensing or accreditation (such as RIBO or equivalent) or willingness to obtain, and previous experience in personal lines insurance is an asset.
High level of integrity, attention to detail, and commitment to regulatory compliance and industry best practices.

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More about this job

Responsibilities

Service personal lines insurance clients by responding to inquiries, processing policy changes, renewals, and cancellations, preparing quotes, and explaining coverage and premiums. Maintain accurate client records, coordinate with insurers, follow compliance guidelines, and provide proactive communication and follow-up.

Requirements

The role requires strong customer service, communication, organization, and documentation skills, along with the ability to manage multiple requests accurately. Insurance system proficiency and a high level of integrity are expected; RIBO or equivalent licensing and personal lines experience are assets, and willingness to obtain licensing is accepted.

Skills

Customer Service
Customer Experience
Client Relationship Building
Issue Resolution
Clear Communication
Empathetic Communication
Task Prioritization
Documentation
Attention To Detail
Insurance Policy Servicing
Quote Preparation
Insurance Underwriting Compliance
Insurance Management Systems
Data Entry
Personal Lines Insurance

Visa sponsorship

Not detected in the job text

Keywords

Personal Lines Insurance
Insurance Brokerage
RIBO
Insurance Licensing
Policy Changes
Renewals
Cancellations
Insurance Quotes
Coverage Options
Premiums
Underwriting Guidelines
Regulatory Compliance
Client Records
Insurance Management Systems
Customer Service
Customer Experience
Client Support
Issue Resolution
Insurer Liaison
Data Entry
Documentation
Client Communication
Policy Servicing

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