Customer Service Broker – Personal Lines

This is a fully remote position, open to applicants in Canada.

📋 Description

• Deliver exceptional customer service and provide expert guidance to clients.

• Take the initiative to conduct renewal assessments to achieve customer retention goals.

• Make outbound calls to current clients as needed for renewal discussions.

• Collaborate with insurers, fostering and maintaining strong relationships.

• Manage, support, and finalize policy modifications through the portals and websites of company partners.

• Evaluate policies and offer recommendations as needed.

• Comply with underwriting standards established by broker partners.

• Organize and follow up on client documentation.

• Address incoming calls and fulfill customer requirements.

• Provide claims guidance to clients, report claims, and monitor claim progress.

• Effectively multitask, prioritize responsibilities, and manage time efficiently.

• Report directly to the Customer Service Broker Team Lead.

⛳️ Requirements

• Alberta Level 2 General License is mandatory.

• B.C. Level 1/2 General License is a plus.

• A minimum of 2+ years of experience in the insurance industry.

• Self-motivated, ambitious, and competitive personality.

• Flourishes in a dynamic, fast-paced setting.

• Maintains a positive outlook.

• Eager to develop within a rapidly growing organization.

• Must have legal authorization to work in Canada.

🏝️ Benefits

• Fully remote position.

• Accommodations available upon request for candidates participating in all stages of the selection process.