Csr - Customer Service Representative

5 months ago


Toronto, Canada SimplInsur Full time

**Job Title**: Customer Service Representative

**Reports To**: Team Leader, Customer Service Representative

**About us**

SimplInsur is an insurance provider owned and operated by the M3 Financial Group (Canada's leading mortgage originator) and is dedicated to making brokers more competitive through innovative tools and technologies.

**About the role**

SimplInsur is a growing entrepreneurial brand and is continuing to develop. The Customer service representative role is fundamental in the growth of SimplInsur. The main responsibilities of the role are to provide professional and best in class customer experience to our existing client and promote all the available suit of product to ensure customer loyalty. Additionally, the person will be advising clients on changes, claims, renewal and billing.

**The duties**
- Servicing all personal/commercial lines clients.
- Providing professional positive experience and efficient customer service to all customers.
- Advising clients on changes, claims, renewals, billing and all issues affecting their policies.
- Use Insurance Company Portals to process client changes.
- Make clear and concise notes regarding policy changes on our BMS.
- Re-marketing policies as required.
- Ensure quality productivity and target objectives are met.
- Process calls backs, submissions and mail in a timely manner.
- Cross selling and upselling where applicable.
- Promotes company features and benefits as part of ongoing portfolio reviews.
- Promotes client loyalty through attention to detail and relationship-building.
- Always create a positive client experience.

**The must haves**
- Registered Insurance Brokers of Ontario license in good standing (RIBO)
- Minimum of 1 year in a CSR role
- Strong communication skills
- Focus the best positive experience for customer
- Sense of responsibility
- Team player
- Organized and responsible
- Knowledge of the different insurance portals
- Demonstrate knowledge of variety of complex P&C product placement.

**What we offer**

In addition to flexible working conditions and opportunities to grow, SimplInsur as part of the M3 Financial Group is a place where you'll find a community of collaboration and innovation, where you'll work with diverse people with their own unique stories and experiences.
- We are SimplInsur, a division of M3 Financial Group, an equal opportunity employer for diversity and inclusion and we do not discriminate on the basis of status or legally protected characteristic, including minorities/women/sexual orientation/gender identity/disability, and we are happy to consider all qualified individuals._

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- RRSP match
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift

Licence/Certification:

- Registered Insurance Brokers of Ontario (RIBO) (required)

Work Location: Hybrid remote in Toronto, ON M2J 5B4



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