Customer Service Broker - Personal Lines
About The Position
Ratehub Inc. is a Canadian Fintech company aiming to be a one-stop shop for all consumer financial needs, including saving, spending, borrowing, investing, and protection. They utilize digital application technology and award-winning in-house brokerages to assist Canadians in making better financial choices. Their services span mortgages, life insurance, home and auto insurance, mortgage origination and servicing, a financial services marketplace, and content across Ratehub and MoneySense. They are currently seeking an Experienced Customer Service Broker to join their Insurance team in Alberta for a fully remote role. This position reports to the Customer Service Broker Team Lead and is part of the rapidly growing RH Insurance brokerage. The ideal candidate will be motivated by working with a startup team, thrive in a fast-paced environment, and be eager to grow with an expanding company.
Requirements
- BC Level 2 license required with Alberta auto experience
- Alberta Level 1/2 strongly preferred
- 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
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
- Strong Ability to multitask, prioritize, and manage time effectively
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
