Customer Service Broker providing expert advice and service in insurance for Ratehub, a Canadian Fintech. Focused on retention, policy management, and client needs.
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
Benefits
Ratehub welcomes and encourages applications from people with disabilities
Accommodations are available upon request for candidates taking part in all aspects of the selection process
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