Ratehub.ca
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.
Customer Service Broker – Pipeline Collection
🕒 3 days ago
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Ratehub.ca
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
🎯 Requirements
• Alberta level 2 license required • Minimum 2+ years of insurance experience • Independent, ambitious and competitive • Thrives in a fast-paced environment • Positive attitude
🏖️ Benefits
• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development
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