Customer Service & Business Development Specialist, Insurance
Top Benefits
About the role
Location: Georgetown, Ontario Employment Type: Full-time, on-site
About The Opportunity Are you a relationship builder who excels at creating loyal, long-term connections with clients? We are looking for a dedicated Customer Service and Business Development Specialist to join a well established insurance and financial services team. This role is perfect for someone who values personalized service, client retention, and ensuring every customer feels supported and valued. Opportunities for long term career growth and professional development.
Key Responsibilities
- Build strong relationships with existing clients through proactive service and ongoing support.
- Manage policy renewals, transfers, billing questions, and claims assistance.
- Implement retention strategies to strengthen client loyalty.
- Identify opportunities to cross-sell additional products that add value for clients.
- Deliver a remarkable customer experience in every interaction.
Requirements
- OTL, RIBO, or LLQP license preferred (support available to obtain licensing if needed).
- Customer service, account management, or sales experience.
- Excellent interpersonal and listening skills.
- Strong problem-solving abilities with attention to detail.
- Ability to handle multiple priorities in a fast-paced environment.
What's Offered
- Competitive compensation with performance-based incentives.
- Supportive, collaborative team culture.
- Licensing assistance and professional development.
- Strong mentorship provided to ensure long term success.
- A rewarding role focused on client care and long-term relationship building.
Customer Service & Business Development Specialist, Insurance
Top Benefits
About the role
Location: Georgetown, Ontario Employment Type: Full-time, on-site
About The Opportunity Are you a relationship builder who excels at creating loyal, long-term connections with clients? We are looking for a dedicated Customer Service and Business Development Specialist to join a well established insurance and financial services team. This role is perfect for someone who values personalized service, client retention, and ensuring every customer feels supported and valued. Opportunities for long term career growth and professional development.
Key Responsibilities
- Build strong relationships with existing clients through proactive service and ongoing support.
- Manage policy renewals, transfers, billing questions, and claims assistance.
- Implement retention strategies to strengthen client loyalty.
- Identify opportunities to cross-sell additional products that add value for clients.
- Deliver a remarkable customer experience in every interaction.
Requirements
- OTL, RIBO, or LLQP license preferred (support available to obtain licensing if needed).
- Customer service, account management, or sales experience.
- Excellent interpersonal and listening skills.
- Strong problem-solving abilities with attention to detail.
- Ability to handle multiple priorities in a fast-paced environment.
What's Offered
- Competitive compensation with performance-based incentives.
- Supportive, collaborative team culture.
- Licensing assistance and professional development.
- Strong mentorship provided to ensure long term success.
- A rewarding role focused on client care and long-term relationship building.