[Remote] Customer Service Broker (Pipeline Collection)
Note: The job is a remote job and is open to candidates in USA. Ratehub.ca is a unique Canadian Fintech on a mission to help consumers make better financial choices. They are seeking an Experienced Customer Service Broker to join their Insurance team, responsible for providing quality customer service, conducting renewal reviews, and liaising with insurers.
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
Skills
- Alberta level 2 license 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
Company Overview