Customer Service Representative - Licensed Broker

Billyard Insurance Group (BIG) is a leading force in the insurance industry, committed to attracting the best insurance professionals and equipping them with cutting-edge technology, tools, and unwavering support to thrive in today's dynamic insurance landscape.

With a strong presence and continuous growth, we boast over locations across Canada. Our dedication to excellence has earned us prestigious recognition, including being featured on Insurance Business Canada's esteemed Top Brokerages list for the past three years and securing a spot as one of Canada's Top Growing Companies in the renowned Globe and Mail's Report on Business.

At Billyard Insurance Group, our mission is clear : to establish a nationally recognized insurance brokerage brand that empowers brokers and leads the digital insurance revolution.

Billyard Insurance Group Oakville is looking for CSR to support our growing brokerage. Our CSR position requires a relationship-oriented individual with strong organizational and analytical skills.

You will need to be comfortable in a customer facing role with an emphasis on telephone and computer skills. The ideal candidate loves talking to people and proactively solving issues.

You will be responsible for converting customers into passionate evangelists. Responsibilities :

• Communicate with customers via phone, email and chat
• Provide knowledgeable answers to clients’ questions about product, pricing and availability
• Input customer policies within guidelines and compliance
• Work with internal departments to meet customer's needs
• Data entry in various platforms
• Detail Oriented
• Co-ordinate and follow up on client documents
• Aiding assigned senior broker with daily administrative and organizational needs
• Overseeing duties such as drafting documents, collecting & analyzing information, manage incoming correspondence, attending meetings and organizing analytical information for data collection purposes

What We Offer Our commitment is to provide Insurance Brokers with the tools they need to succeed. Our recruitment team will work with you to find a best fit for branch.

Here are some of the things that BIG provides to our brokers :

• Opportunity to work for Canada’s fastest organically growing insurance brokerage
• People-focused company culture
• Tools & Resources We are tech-obsessed and proud of it. Our brokers have access to state-of-the-art tools and resources that are designed to make you work smarter.
• Training & Support We are serious about supporting you. Whether it’s new tech, mentorship, marketing, or on-the-job-training, BIG’s head office has everything you need to get growing.
• Quoting System Our quoters will help you get more qualified leads, improve your writing accuracy and keep you connected to the lead management system so that you can grow your book of business.
• Lead Management Our custom lead management system will help you connect with your leads, track your progress and boost your efficiency.
• Best of all we have unbeatable market access to help you find the best coverage for your clients at a great price
• 3 weeks vacation
• Benefits package

Qualifications

• RIBO licensed
• 2+ years experience in customer service
• Excellent phone etiquette and excellent verbal, written, and interpersonal skills
• Ability to work on multiple projects / tasks simultaneously while prioritizing responsibilities
• Confident with the use of Microsoft Office Suite (ie. Outlook, Planner, Word, Excel, SharePoint, etc.)

Required Education :

• High school or equivalent
30+ days ago