Customer Service Broker – Personal Lines

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

📋 Description

• Deliver exceptional customer service and expert guidance to clients.

• Proactively perform renewal assessments to achieve customer retention goals.

• Make outbound calls to existing clients for necessary renewal evaluations.

• Act as a liaison with insurers, fostering and nurturing relationships.

• Manage, assist, and execute policy modifications within our partners' portals and websites.

• Assess policies and provide recommendations as needed.

• Comply with the underwriting standards established by our broker partners.

• Organize and follow up on client documentation.

• Handle incoming calls and address customer requirements.

• Offer claims guidance to clients, report claims, and provide follow-up on claims.

• Demonstrate strong multitasking abilities, prioritize effectively, and manage time efficiently.

⛳️ Requirements

• Alberta Level 1 license is mandatory; Level 2 license is preferred.

• BC Level 2 license is a significant advantage.

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

• Self-sufficient, driven, and competitive.

• Flourishes in a high-paced working environment.

• Maintains a positive outlook.

• Eager to develop within a rapidly growing company.

🏝️ Benefits

• Ratehub welcomes and encourages applications from individuals with disabilities.

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