Customer Service Broker - Personal Lines
New
R
Ratehub IncInsurance
CanadaFull-TimeMiddle
Salary55,000 - 70,000 CAD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- Minimum 2+ years of insurance experience
- Required Skills
- Customer serviceTime Management
Requirements
- Alberta level 1 insurance licence required
- Level 2 insurance license preferred
- BC level 2 licence is considered a strong asset
- Minimum 2+ years of insurance experience
- Ability to multitask, prioritize, and manage time effectively
- Independent, ambitious and competitive professional
- Thrives in a fast-paced environment
- Demonstrated positive attitude
- Eagerness to grow with a rapidly expanding company
Responsibilities
- Provide quality customer service and professional expert advice to clients
- Proactively conduct renewal reviews to ensure customer retention targets are met
- Handle outbound calls to existing clients for renewal review as necessary
- Liaison with insurers, building and maintaining relationships
- Administer, support and complete policy changes within our company partner’s portals and websites
- Review policies and make recommendations as required
- Adhere to the underwriting criteria set out by our broker partners
- Coordinate and follow up on client documents
- Respond to incoming calls and service customer needs
- Give claims advice to clients, report claims, follow up on claims
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