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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.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
insurance experiencepolicy changesclaims advicecustomer retentionrenewal reviews
Soft Skills
customer servicerelationship buildingmultitaskingtime managementpositive attitude
Tools & Technologies
company partner portalsinsurance websites
Certifications & Qualifications
Alberta level 1 licenceAlberta level 2 licenceBC level 2 licence
Industry Keywords
underwriting criteriafast-paced environmentclient documents
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.