Customer Service Broker – Personal Lines

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Ratehub.ca

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💸 Finance

💳 Fintech

🏪 Marketplace

💰 $12M Series A on 2018-01

Finance • Fintech • Marketplace

Ratehub. ca is a Canadian online platform that provides a comprehensive suite of financial comparison tools and services. It helps Canadians compare and find the best rates for mortgages, credit cards, savings accounts, investments, and various insurance products. With a focus on transparency and education, Ratehub. ca offers calculators and resources to guide consumers in making informed financial decisions. The platform has won multiple awards for its excellence in mortgage brokerage, having funded over $16 billion in mortgages. Ratehub. ca partners with financial institutions and is compensated through advertisements and customer referrals, although not all listed products are tied to compensation.

📋 Description

• 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.