Customer Service Broker

Summary

Join Ratehub Inc., a leading Canadian Fintech company, as an Experienced Customer Service Broker in Alberta! This fully remote role offers an exciting opportunity to contribute to our fast-growing Insurance brokerage. You will provide expert advice to clients, manage renewals, liaise with insurers, and handle policy changes. Success in this position requires a minimum of two years of insurance experience and an Alberta Level 1 license. You'll thrive in a fast-paced environment and be part of a team dedicated to helping Canadians make better financial choices.

Requirements

• Alberta level 1 licence required
• 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