Customer Service Broker - Personal Lines

Ratehub

5d•Remote

About The Position

Ratehub Inc. is a unique Canadian Fintech company dedicated to helping Canadians make better financial choices across saving, spending, borrowing, investing, and protecting. Through its digital application technology and award-winning in-house brokerages, Ratehub assists over 2 million Canadians monthly in improving their finances. The company operates various businesses including mortgage brokerage, life insurance brokerage, home and auto insurance brokerage, mortgage origination and servicing, a Financial Services Marketplace, and content across Ratehub and MoneySense. This role is for an Experienced Customer Service Broker to join the Insurance team in Alberta, working remotely. The position is with RH Insurance, a fast-growing brokerage within Ratehub. The ideal candidate is motivated by working with a startup team, thrives in a fast-paced environment, and is eager to grow with an expanding company.

Requirements

Alberta level 1 licence required
Minimum 2+ years of insurance experience
Independent, ambitious and competitive
Thrives in a fast-paced environment
Positive attitude
Looking to grow with a rapidly expanding company

Nice To Haves

Level 2 license preferred
BC level 2 licence is a strong asset

Responsibilities

Provide quality customer service and professional expert advice to clients
Proactively conduct renewal reviews to ensure customer retention targets are met
Handle outbound calls to existing clients for renewal review as necessary
Liaison with insurers, building and maintaining relationships
Administer, support and complete policy changes within our company partner’s portals and websites
Review policies and make recommendations as required
Adhere to the underwriting criteria set out by our broker partners
Coordinate and follow up on client documents
Respond to incoming calls and service customer needs
Give claims advice to clients, report claims, follow up on claims