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Customer Service Broker – Personal Lines
Ratehub.caCustomer Service Broker providing expert advice to clients in Canadian insurance. Handling renewals, coordinating documents, and maintaining relationships with insurers.
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
- Strong Ability to multitask, prioritize, and manage time effectively
Requirements
What you’ll need- Alberta level 1 licence required, Level 2 license preferred
- BC level 2 licence is a strong asset
- 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
Comp & perks- Ratehub welcomes and encourages applications from people with disabilities.
- Accommodations are available upon request for candidates taking part in all aspects of the selection process.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance experiencepolicy changesclaims advicecustomer retentionrenewal reviews
Soft Skills
customer servicerelationship buildingmultitaskingtime managementpositive attitude
Certifications
Alberta level 1 licenceAlberta level 2 licenceBC level 2 licence