Customer Service Broker - Personal Lines
New
CanadaFull-TimeMiddle
Salary55,000 - 64,000 CAD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum of 2 years of experience in the insurance industry
- Required Skills
- Customer service
Requirements
- Minimum of 2 years of experience in the insurance industry, preferably in personal lines customer service or brokerage.
- Valid Alberta Level 1 insurance license required.
- Alberta Level 2 license is preferred.
- British Columbia Level 2 insurance license is considered a strong asset.
- Strong understanding of personal lines insurance products, underwriting principles, and policy administration.
- Excellent communication, relationship-building, and customer service skills.
- Ability to work independently while managing multiple priorities in a fast-paced remote environment.
- Strong organizational skills with excellent attention to detail and time management.
- Positive, proactive mindset with a commitment to delivering outstanding customer experiences.
- Eagerness to grow professionally within a dynamic and expanding organization.
Responsibilities
- Deliver exceptional customer service by providing professional advice and personalized support on personal lines insurance products.
- Conduct proactive policy renewal reviews to maximize customer retention and identify opportunities for improved coverage.
- Contact existing clients to discuss upcoming renewals, policy updates, and insurance recommendations.
- Build and maintain strong working relationships with insurance carriers and external partners.
- Process policy changes, endorsements, and administrative updates through insurer and brokerage systems.
- Review existing policies and recommend appropriate coverage adjustments based on clients' evolving needs.
- Ensure all underwriting guidelines and compliance requirements are followed throughout the customer lifecycle.
- Coordinate client documentation, monitor outstanding requirements, and maintain accurate policy records.
- Respond promptly to inbound customer inquiries and provide guidance throughout the claims process, including reporting and follow-up.
- Effectively prioritize multiple responsibilities while maintaining a high standard of service and accuracy.
View Full Description & ApplyYou'll be redirected to the employer's site
