Customer Service Broker - Personal Lines

Ratehub

4d • 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. They offer users the best online mortgage experience, personalized credit card and loan options, and cheaper auto & home insurance policies. The company acknowledges that achieving its mission is challenging but rewarding, and is seeking motivated individuals to join their growing team. This specific role is for an Experienced Customer Service Broker to join the Insurance team in Alberta, working remotely. The successful candidate will report to the Customer Service Broker Team Lead and will be part of the fast-growing insurance brokerage, RH Insurance. 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 for this position is $55,000 - $64,000 CAD
• Accommodations are available upon request for candidates taking part in all aspects of the selection process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed