Customer Care Specialist
$45,000–$65,000 year
On-site · Thornhill, Ontario, Canada
Job Summary
Customer Care Specialist at My Insurance Broker in Ontario. Responsibilities include handling calls and inquiries, delivering exceptional customer service, gathering client details to process policy changes, answering general questions for current or potential clients, maintaining a professional image, achieving call-volume targets, ensuring policy compliance and risk management, and performing full insurance policy reviews. The role involves up-selling/cross-selling coverage opportunities and adhering to carrier guidelines and audit requirements.
Required Qualifications
- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- R.I.B.O (Level I) License
- Familiar with Automobile Endorsements
- Call Centre experience (preferred)
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with Broker Management System (EPIC) is an asset
- CIP or CAIB Certification or working towards its completion
Desired Qualifications
- RIBO (Level I) License
- CIP or CAIB Certification or working towards its completion
- Familiar with Automobile Endorsements
- Call Centre experience (preferred)
- Experience working with insurance policy systems (EPIC)
- MS Office proficiency (Excel, Word, Outlook)
- EPIC Broker Management System experience
- CAIB/CIP Certification or pursuing
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