Technicien(ne) relations clientèle chez Beneva, répondant aux clients et traitant leurs demandes en assurance individuelle. Assurant la rétention, les références croisées et la confidentialité des renseignements.
About the role
- 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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