Client Service Rep

Brokerteam Insurance Group • Richmond, BC

10d • CA$45,000 - CA$55,000

About The Position

This role involves providing outstanding client service, recommending products, and processing new business, endorsements, and renewals. The Client Service Representative will also be responsible for ensuring the accuracy of policy documentation, maintaining records, and collaborating with team members. Additionally, the role may require providing backup support for ICBC transactions.

Requirements

• Level 1 General Insurance Licence
• Excellent interpersonal, written and verbal communication skills
• Proficient in English
• Proficient in Microsoft Word, Excel, Outlook
• Good technical insurance knowledge of coverages
• Excellent attention to detail to ensure accuracy
• Team player with strong work ethic

Nice To Haves

• Minimum 1 year of insurance experience
• Mandarin/Cantonese proficiency
• Proficiency in EPIC, Applied Rating Services, ICBC and other Insurers’ portals

Responsibilities

• Provide outstanding service and recommend products to clients
• Respond and process new business and endorsements
• Manage renewals by reviewing and remarket as needed
• Review and ensure accuracy of policy documentation from insurers
• Maintain accurate records and digital documents for all transactions
• Collaborate effectively with team members and support for producers
• Prioritize duties effectively and proactively
• Provide backup support for processing ICBC transactions and related duties, as needed
• Perform other related duties and responsibilities as a CSR

What This Job Offers

• Career Level: Entry Level
• Education Level: No Education Listed