Customer Service Broker – Personal Lines
Ratehub.ca
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$40,000 - CA$80,000 per year
Job Level
JuniorMid-Level
About the role
- 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
- Strong Ability to multitask, prioritize, and manage time effectively
Requirements
- Alberta level 1 licence required, Level 2 license preferred
- Minimum 2+ years of insurance experience
- Independent, ambitious and competitive
- Thrives in a fast-paced environment
- Positive attitude
- Looking to grow with a rapidly expanding company
Benefits
- Ratehub Inc does not use AI to select, screen, or assess applicants
- Accommodations are available upon request for candidates taking part in the selection process
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer servicepolicy administrationclaims managementrenewal reviewsunderwriting criteriapolicy recommendations
Soft skills
multitaskingprioritizationtime managementindependenceambitioncompetitivenesspositive attitude
Certifications
Alberta level 1 licenceAlberta level 2 licence