Customer Service Broker (Pipeline Collection)

WHO IS RATEHUB INC

Were a company on a mission - We are a unique Canadian Fintech that is the one stop shop for all financial needs of the consumer - Save Spend Borrow Invest and Protect. Every single team member from product & engineering to sales & marketing finance operations and everything in between is obsessed with one thing; helping Canadians make better financial choices. And were pretty great at it too. Via our digital application technology and our award-winning in-house brokerages we help over 2M Canadians per month make a positive impact on their finances. We have many unique businesses - a mortgage brokerage a life insurance brokerage a home and auto insurance brokerage a mortgage originations and servicing business a Financial Services Marketplace and a content business across Ratehub and MoneySense. 365 days a year we deliver our users the best online mortgage experience personalized Credit Card and Loans options and cheaper auto & home insurance policies than they typically get from their existing financial adviser.

Changing how people make financial choices isnt easy though. We know that achieving our mission is full of challenges; challenges that can be complex and often unexpected but that are always interesting rewarding and fun to solve as a team. This is where you come in. We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.

Were looking for an Experienced Customer Service Broker to join our Insurance team in Alberta (fully remote replacement role). Reporting to the Customer Service Broker Team Lead the incumbent will have an exciting opportunity to join the fast growing Insurance brokerage for Ratehub - RH Insurance! The successful candidate will be motivated by working alongside a startup team thrives in a fast paced environment and is eager to grow with a rapidly expanding company.

YOUR 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 partners 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

YOUR QUALIFICATIONS

• 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

CULTURE FIT:

• Members first - we prioritise the interests and needs of our members above all else. We solve member pain points and focus on member satisfaction. We start with members and end with the P&L.
• Growth mindset - we set ambitious goals and challenge the status quo. We take responsible risks and are accountable for our actions.
• Better together - we are One team with One common goal. We make our footprint bigger than our foot leave our egos at the door support each other to achieve great results as One company.
• Run after problems - we tackle problems head on and focus on finding solutions. Obstacles are seen as opportunities for growth and innovation. We have the hard conversations and choose the harder right over the easier wrong. And we do it with a smile.
• Measure Learn Iterate Innovate - we focus on getting things done. We measure what matters iterate learn iterate many times in a data-driven way which is how we will innovate.

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.

Required Experience:

Senior IC

Employment Type : Full-Time
Experience: years
Vacancy: 1