Customer Service Broker – Pipeline Collection

Ratehub.ca

Experienced Customer Service Broker providing quality insurance advice and support to clients in Alberta. Join a rapidly expanding team at Ratehub and thrive in a fast-paced environment.

Posted 6/12/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$40,000 - CA$60,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Alberta level 2 license required
Minimum 2+ years of insurance experience
Independent, ambitious and competitive
Thrives in a fast-paced environment
Positive attitude

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

customer serviceprofessional advicerelationship buildingpolicy reviewclaims adviceproactive communicationindependenceambitioncompetitivenesspositive attitude

Certifications

Alberta level 2 license