Commercial lines insurance service representative supporting Ostic Group brokerages. Managing policy administration, certificates, documentation, invoicing, and broker support.
About the role
- Remote Customer Representative supporting Propel’s AI-driven fintech platform. Handling loan inquiries, verifying applications, generating leads, and opening customer accounts by phone.
Responsibilities
- Handle inbound and outbound calls
- Use multiple web-based applications for investigation and verification
- Review, verify, and update customers’ loan applications to determine eligibility
- Answer existing and potential customer inquiries with accuracy and urgency
- Generate new leads through inbound calls from interested applicants
- Set up new accounts over the phone
- Build customer confidence in Propel’s services as a subject matter expert
- Work as a team to obtain individual and team goals
Requirements
- High School Diploma or equivalent
- Minimum of 1 year of customer service or call center experience in a sales environment
- Excellent verbal and written communication skills in English; Spanish is an asset
- Good knowledge of Microsoft Office and Internet
- Ability to thrive in a fast-paced and goal-oriented environment
- Ability to meet and exceed daily quotas and targets
- Ability to prioritize workload and handle high call volumes while maintaining a professional and personable approach
- Must be available Monday to Friday 3pm to 11pm and weekends 10am to 6pm
Benefits
- Growth and opportunity; promotion from within
- Incredible company culture
- Competitive salary
- Health benefits
- Comprehensive vacation package
- Group health and dental benefits
- Group RRSP program
- Support for new parents
- Diverse and inclusive workplace
- Potential eligibility for performance-based incentive programs, including bonuses and commissions
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Commercial lines insurance service representative supporting Ostic Group brokerages. Managing policy administration, certificates, documentation, invoicing, and broker support.
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