Customer Service Broker – Personal Lines

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

📋 Description

• Deliver exceptional customer service and expert advice to clients.

• Actively conduct renewal reviews 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, assist, and finalize policy modifications within partner portals and websites.

• Assess policies and provide recommendations as necessary.

• Comply with underwriting guidelines established by broker partners.

• Organize and follow up on client documentation.

• Address incoming calls and fulfill customer service needs.

• Offer claims guidance to clients, file claims, and monitor their progress.

• Report to the Customer Service Broker Team Lead.

• Collaborate with the rapidly growing RH Insurance brokerage team.

⛳️ Requirements

• RIBO License is mandatory.

• At least 2+ years of experience in the insurance industry.

• Excellent multitasking, prioritization, and time management skills.

• Self-reliant, driven, and competitive.

• Flourishes in a dynamic work environment.

• Maintains a positive attitude.

• Eager to advance with a fast-growing company.

• Legally authorized to work in Canada.

🏝️ Benefits

• Accommodations can be provided upon request for candidates participating in all stages of the selection process.