Customer Service Broker - Personal Lines

Ratehub

4d•Remote

About The Position

Ratehub Inc. is a Canadian Fintech company focused on helping consumers with their financial needs, including saving, spending, borrowing, investing, and protecting. They operate multiple businesses such as mortgage and insurance brokerages, a mortgage origination and servicing business, a Financial Services Marketplace, and content platforms like Ratehub and MoneySense. They aim to provide Canadians with the best online financial experiences and cheaper insurance policies. This role is for an Experienced Customer Service Broker to join their Insurance team in Alberta, working remotely. The position is with RH Insurance, a fast-growing brokerage within Ratehub, and the successful candidate will be motivated by working with a startup team in a fast-paced, growing environment.

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