Customer Service Broker - Personal Lines

Ratehub.ca is a unique Canadian Fintech company dedicated to helping consumers make better financial choices through a variety of services. They are seeking an Experienced Customer Service Broker to join their Insurance team, responsible for providing quality customer service, conducting renewal reviews, and liaising with insurers to maintain relationships.

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

Requirements:

• Alberta level 1 licence required, Level 2 license preferred
• BC level 2 licence is a strong asset
• 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