Posted 5 months ago
Licensed Insurance Service Agent
@ Caradoc Townsend Mutual
Waterford, Ontario
Overview
Caradoc Townsend Mutual is hiring a Licensed Insurance Service Agent in Waterford, Ontario, on a full-time permanent salaried basis. The role provides service to an assigned Personal Lines book, handling policy changes, renewals, claim reporting and certificates of insurance, with a strong focus on client retention and cross-selling. Candidates need an Ontario agent licence and at least three years of front-line insurance experience.
Responsibilities:
- Respond to customer enquiries on policy changes and coverage
- Manage expiry lists and complete renewal reviews
- First point of contact for claim reporting
- Generate proofs of insurance, liability slips and binders
- Follow team workflows and documentation standards
Requirements summary:
- Minimum 3 years front-line insurance experience
- OTL (Agent) or RIBO licence, to be changed to OTL
- Valid Ontario driver's licence
- Customer service experience
- Strong communication and time management skills
- Detail-oriented, able to work independently and in a team
Tools & skills
Source and dates
Employer career site / ATS feed · bamboohr
- Employer posting date
- 2026-06-24
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-09
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | RIBO |
| Driver’s licence | required |
| Education | College diploma (preferred) |
| Fields of study | Business |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Caradoc Townsend Mutual
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Home │ Farm │ Automotive │ Commercial │ Providing Peace of Mind Since 1879
Full company description
Caradoc Townsend Mutual Insurance (CTM) has been protecting Ontario’s South Coast since 1879. As a policyholder-owned mutual, we put our members first - offering reliable coverage for farms, homes, businesses, and vehicles. Rooted in community, we support local agriculture, small businesses, and organizations that make our region thrive. With offices in Waterford and Komoka, we’re your local insurance partner - built to serve, here to stay.
- LinkedIn followers
- 472
- People associated on LinkedIn
- 39
- Reported office locations
- 780 Old Highway 24, Waterford, ON N0E 1Y0, CA
- 22499 Jefferies Rd, Building B - Unit 106, Komoka, Ontario N0L 1R0, CA
- Business categories
- Insurance
- Property Insurance
- Auto Insurance
- Commercial Insurance
- Other recorded names
- Caradoc Townsend Mutual
- Caradoc Townsend Mutual Insurance
- Profile identifies a recruitment agency
- No
Caradoc Townsend Mutual Insurance (CTM) has been protecting Ontario’s South Coast since 1879. As a policyholder-owned mutual, we put our members first - offering reliable coverage for farms, homes, businesses, and vehicles. Rooted in community, we support local agriculture, small businesses, and organizations that make our region thrive. With offices in Waterford and Komoka, we’re your local insurance partner…
| Field | Value |
|---|---|
| Industry | Insurance |
| Company size | 11-50 employees |
| Headquarters | Waterford, ON |
| Organization type | Privately Held |
| Year founded | 1879 |
| Open jobs on Jobsy | 1 |
| View page |
Licensed Insurance Service Agent
Location: Waterford, Ontario | Department: Sales | Contract type: Permanent, Full-Time
JOB OVERVIEW:
The Licensed Insurance Service Agent provides efficient and professional customer service to an assigned Personal Lines book of business. This salaried role is relationship driven with a focus on strong retention results. New business opportunities are created through cross sell and referrals.
KEY ACCOUNTABILITIES
1. Responds to customer enquiries for policy changes, offering coverage explanations and recommendations
2. Manage an expiry list to ensure all renewals are issued, and complete reviews including generating ITVs
3. Follow team workflows and processes
4. First point of contact for Claim reporting
5. Generate proofs of insurance including Liability Slips and Binders
6. Follow documentation standards for all client-related conversations
7. Champion a culture of kindness, diversity, and respect by living the CTM Values
8. Perform other related duties as assigned
QUALIFICATIONS
- Minimum 3 years front-line insurance experience
- OTL License (Agent License) or Registered Insurance Broker of Ontario License (RIBO) to be changed to OTL
- Valid Ontario Driver’s License
- Customer service experience with a passion to provide prompt and professional service
- Strong communication and time management skills
- A detail-oriented mindset
- Familiarity with Applied Epic would be an asset
- College Diploma in a business subject would be considered an asset
- Ability to work independently and within a team
ACCESSIBILITY STATEMENT (AODA IN ONTARIO)
CTM is committed to providing a barrier-free work environment in concert with the provincial guidelines for accessibility (Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, Ontario Only). As such, CTM will make accommodations available to applicants with disabilities upon request during the recruitment process.
HUMAN RIGHTS STATEMENT
CTM strives to ensure that its employment practices are free from direct and indirect discrimination and is committed to upholding the human rights of those participating in the hiring process. In pursuit of this commitment, CTM will not condone or tolerate any acts of discrimination or harassment under any of the grounds protected under human rights legislation. This commitment extends to the hiring process and throughout the course of employment.
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