About the role
Job Title: Retention Specialist
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.
What we need you to bring:
- 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
My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
About My Insurance Broker
We are a family business that is 100% Canadian owned and operated. Established in August 2008, My Insurance Broker is now one of Ontario’s fastest growing online and community-dedicated brokerages. Today, we span across all of Southern Ontario. Richmond Hill and Toronto is home to our support centre, where we have developed powerful and trusting relationships with all of Canada’s largest insurance companies, including CAA, Aviva, and Intact.
We have offices conveniently located across the GTA: Brampton, Mississauga, Richmond Hill and Toronto; we are also conveniently located in Windsor, Hamilton, Kitchener, and London. In order to better serve you, we are continuing to expand to communities near you.
Better Pricing + Better Coverage + Better Service.
Call or visit our website for more information on how you can start saving.
About the role
Job Title: Retention Specialist
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.
What we need you to bring:
- 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
My Insurance Broker is an equal opportunity employer committed to fostering an inclusive, respectful, and diverse workplace. We are committed to providing accommodation upon request for applicants and employees with disabilities, in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). If you require accommodation at any stage of our hiring process, please inform us and we will work with you to meet your needs.
We thank all candidates for their interest, however, only those selected for an interview will be contacted.
About My Insurance Broker
We are a family business that is 100% Canadian owned and operated. Established in August 2008, My Insurance Broker is now one of Ontario’s fastest growing online and community-dedicated brokerages. Today, we span across all of Southern Ontario. Richmond Hill and Toronto is home to our support centre, where we have developed powerful and trusting relationships with all of Canada’s largest insurance companies, including CAA, Aviva, and Intact.
We have offices conveniently located across the GTA: Brampton, Mississauga, Richmond Hill and Toronto; we are also conveniently located in Windsor, Hamilton, Kitchener, and London. In order to better serve you, we are continuing to expand to communities near you.
Better Pricing + Better Coverage + Better Service.
Call or visit our website for more information on how you can start saving.