Customer Service Representative Position

7 days ago


Ottawa, Ontario, Canada Insurance Brokers Association of Hamilton Full time
About Us

Haldimand Insurance Brokers Ltd. is a leading insurance brokerage dedicated to providing exceptional service to our clients. We pride ourselves on our professionalism, expertise, and commitment to building long-lasting relationships.

We are seeking a highly skilled Customer Service Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional customer service, ensuring timely and accurate processing of client transactions, and identifying opportunities to grow our business.

Job Description

The Customer Service Representative will be responsible for:

  1. Responding to client inquiries via phone, email, and in-person visits
  2. Preparation and processing of new business, renewals, and endorsements
  3. Reviewing underwriting information for accuracy and optimal insurance solutions
  4. Processing client payments and resolving billing inquiries
  5. Providing excellent customer service to internal and external stakeholders
  6. Identifying cross-sell and up-sell opportunities to existing clients
  7. Managing new claims reports and submitting to the insurance carrier
Requirements

To be successful in this role, you will need:

  • 2 or more years' experience in Personal Lines insurance
  • Excellent communication and organizational skills
  • Experience with Power Broker, Applied, and Company Portals
What We Offer

We offer a competitive salary and benefits package, a flexible work schedule, and a dynamic work environment that encourages growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.



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