Customer Service Broker - Personal Lines
About The Position
Ratehub Inc. is a Canadian Fintech company focused on 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. 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 through Ratehub and MoneySense. They aim to provide users with the best online mortgage experience, personalized credit card and loan options, and cheaper auto & home insurance policies. This role is for an Experienced Customer Service Broker to join the Insurance team in Alberta, specifically within RH Insurance, a fast-growing brokerage. The position is fully remote and reports to the Customer Service Broker Team Lead. The ideal candidate is motivated by working with a startup team, thrives in a fast-paced environment, and is eager to grow with a rapidly 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
Benefits
- Compensation range: $55,000 - $64,000 CAD
- Accommodations are available upon request for candidates taking part in all aspects of the selection process.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
