Renewals Specialist (Personal Lines Insurance)

Ratehub

23h•Remote

About The Position

Ratehub Inc. is a unique 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 help Canadians make better financial choices. The company operates multiple 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 specific role is for a Renewals Specialist to join the Insurance team in Alberta, as a fully remote replacement role. The position reports to the Customer Service Broker Team Lead and is 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

RIBO license 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

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
Liaise 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