Bilingual Mortgage Renewal & Retention Specialist — 100% Remote

Recrute Action

9h•Remote

About The Position

Looking for an opportunity to make a direct impact on the customer experience? In this fully remote position within the insurance sector, you will support mortgage renewal discussions, provide personalized solutions, and help build lasting relationships with clients across Canada.

Requirements

Post-secondary education in Business, Finance, or a related field, or equivalent work experience.
2-3+ years of experience in financial services, customer service, or a call center environment.
1-2+ years of experience using CRM systems and call center tools, such as Salesforce or similar platforms.
Experience in mortgage renewals, lending, or banking.
Strong sales, retention, and negotiation skills.
Proven track record of meeting or exceeding performance targets.
Ability to manage high-volume workloads in a fast-paced environment.
Bilingual in English and French to communicate with and support clients in both languages during mortgage renewal and retention interactions across various jurisdictions outside Quebec.

Responsibilities

Manage inbound and outbound client interactions related to mortgage renewals.
Assess customer needs and recommend appropriate renewal options and solutions.
Retain existing clients by presenting competitive rates and value-added services.
Clearly explain mortgage terms, rates, and renewal timelines to support informed decisions.
Meet or exceed retention, conversion, and customer experience targets.