Customer Service Broker

Summary

Join Ratehub, a leading Canadian Fintech company, as an Experienced Customer Service Broker! This remote role (with Toronto office option) offers the chance to contribute to a fast-growing insurance brokerage. You will provide expert advice, manage renewals, liaise with insurers, handle policy changes, and support clients with claims. The ideal candidate is RIBO licensed, has 2+ years of insurance experience, and thrives in a fast-paced environment. Ratehub fosters a positive and collaborative culture focused on member satisfaction and continuous improvement.

Requirements

• RIBO licensed
• 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
• 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