Location: 163 Centennial Pkwy N, Hamilton, ON L8E 1H8
Employment Type: Full-time / Permanent / Fully In-office
Who we are:
Established in 2008, My Insurance Broker is a proud family-owned and Canadian-operated brokerage. As one of Ontario's fastest-growing online brokerages, we have forged strong partnerships with Canada's leading insurance companies. With multiple offices across Southern Ontario and a dedicated support center in Richmond Hill, we are committed to delivering superior pricing, comprehensive coverage, and exceptional service to our clients.
About the role:
As a Retention Specialist, you'll focus on retention and outbound calls, offering quotes to retain clients. You'll assess risks, review coverage, and provide new options. You'll handle calls and emails, manage policy requests, process changes, cross-selling coverages, perform policy reviews, and ensure compliance with all guidelines and policies.
What you’ll be doing:
- Engage with existing call-centre clients and offer alternative quotes with various carriers
- Confirm all necessary details to properly assess risk, review the client’s coverage requirements and underwrite the file properly to provide new options
- Return customer calls in a timely manner to quote and bind potential leads
- Follow all internal and partner guidelines to ensure the risk is placed with the appropriate market.
- Multi-tasking which includes handling incoming / outgoing calls / e-mails while maintaining commitment to call center queue.
- Attentively listen, engage, and address client inquiries to help assist in managing their policy requests or insurance needs.
- Collect pertinent details to process policy changes while adhering to carrier guidelines.
- Handle all calls and files with focus on one call resolution
- Up-sell/cross-sell coverage when presented with the opportunity.
- Perform full insurance policy reviews at points of contact with clients.
- Ensure compliance with all audit and risk management requirements, regulatory legal and ethical policies and requirements.
- Perform other related tasks as required.
- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- Minimum 3 years of successful broker experience in a general insurance brokerage
- R.I.B.O (Level I) License
- Skilled with all aspects of all personal insurance products (commercial also an asset)
- Call Centre experience (preferred)
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with company portals and Broker Management System (EPIC) is an asset.
- CIP or CAIB Certification or working towards its completion
We thank all candidates for their interest, however, only those selected for an interview will be contacted.