Customer Service Broker (Home & Auto Insurance)

Phoenix Capital; Waterloo; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading company in the insurance sector seeks a Customer Service Broker to assist members with home and auto insurance. The role involves responding to inquiries, resolving complaints, and achieving sales objectives. Candidates should possess a RIBO license and relevant insurance knowledge. This position offers competitive salary, benefits, and opportunities for advancement.

Benefits

Competitive salary and bonuses

Industry-leading group benefits

Defined benefit pension plan

Coverage of continuing education and licensing fees

Access to learning resources

Flexible work-from-home options

Opportunities for advancement

Qualifications

• RIBO license required; must obtain within three months.
• Completion or commitment to CIP courses.
• Experience in personal lines automobile and property insurance is an asset.

Responsibilities

• Assist members by providing product and service information.
• Resolve product and service problems by clarifying complaints.
• Attract potential members by answering questions and meeting sales objectives.

Skills

Customer Service

Problem Solving

Communication

Education

RIBO License

CIP Principles and Practice

Tools

Microsoft Office Suite

Job description

Customer Service Broker (Home & Auto Insurance)

Home & Auto Service location on Waterloo, ON

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. That’s why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits, support, and service.

Job Description

What You’ll Do :

Reporting to the Assistant Manager, Broker Service, you’ll assist members by providing product and service information, resolving member complaints, and assessing risks for automobile and property policies.

The core parts of your role will be to :

1. Respond to telephone inquiries and written requests, process changes into the system, apply underwriting standards, assess risks, and answer general account inquiries.
2. Resolve product and service problems by clarifying complaints, determining causes, selecting solutions, explaining, expediting corrections, following up, and recommending improvements to management.
3. Attract potential members by answering questions, providing information about products and services, and meeting or surpassing sales objectives.
4. Process rewrites and remarket following established guidelines.
5. File and document insurance transactions, maintain and update rate manuals, and communicate new coverage announcements.
6. Maintain logs and review contentious issues for discussion with management.

Qualifications

Let’s Talk About You :

This is the unique blend of skills and experience we seek in an ideal candidate:

1. A RIBO license is required; candidates not yet licensed will be enrolled in training and must obtain their license within three months.
2. Completion or commitment to complete CIP Principles and Practice, Property 1, and Automobile courses, or equivalent.
3. Experience in personal lines automobile and property insurance is an asset.
4. Intermediate knowledge of Microsoft Office Suite.

We also consider your potential. If you believe you have what it takes but your experience doesn’t exactly match, we encourage you to apply and share why you would be a great fit.

Additional Information

Some of the Perks We Offer :

We provide comprehensive benefits, rewards, and wellness supports, including:

• Competitive salary and bonuses.
• Industry-leading group benefits starting from day one.
• Defined benefit pension plan.
• Coverage of continuing education and licensing fees.
• Access to learning resources like LinkedIn Learning.
• Flexible work-from-home and hybrid options.
• Opportunities for advancement.

If interested, please apply online. OTIP and its group of companies are committed to creating an accessible, inclusive environment and providing accommodations for persons with disabilities.

We value diversity, equity, and inclusion, and are an equal opportunity employer. Only candidates selected for an interview will be contacted.

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