Remote Insurance Broker — Customer Success & Sales

Ratehub; United States; Remote; USD 50,000 - 86,000; Full time

Job summary

Ratehub Insurance is seeking an Experienced Customer Service Broker to join the RH Insurance team in Ontario, fully remote. You will manage leads, provide quotes, and grow the business by cross-selling and meeting sales targets.

The role demands strong interpersonal skills and the ability to close deals in a fast-paced environment. Ideal candidates hold a RIBO licence with 1+ year of personal lines experience and familiarity with Applied Epic.

Qualifications

• RIBO license and 1+ year of personal lines insurance sales experience.
• Experience with Applied Epic is a plus.
• Strong sales drive with proven results.
• Ability to multitask in a fast-paced environment.
• Independent, ambitious and competitive with a positive attitude.
• Growth mindset and customer-focused culture alignment.

Responsibilities

• Manage leads and provide quotes to prospective clients in a timely manner.
• Generate new business through existing networks and given leads.
• Excellent interpersonal skills, ability to quickly build trust and effectively understand customers’ needs and requirements, must be strong in closing and meeting sales target.
• Identify opportunities to drive customer value with cross selling/up selling.
• Recommend and explain coverages based on individual customer needs.
• Adhere to underwriting criteria set out by broker partners.

Skills

Sales driven

Multitasking

Fast-paced environment

Independent

Ambitious

Time management

Customer-focused

Education

RIBO licensed with 1+ year of personal lines insurance sales experience

Tools

Applied Epic

Job description

Ratehub Insurance is seeking an Experienced Customer Service Broker to join the RH Insurance team in Ontario, fully remote. You will manage leads, provide quotes, and grow the business by cross-selling and meeting sales targets.

The role demands strong interpersonal skills and the ability to close deals in a fast-paced environment. Ideal candidates hold a RIBO licence with 1+ year of personal lines experience and familiarity with Applied Epic.