Customer Service Representative

Job summary

The role involves providing professional service to policyholders regarding billing, claims, and policy questions. It also includes providing administrative support to Sales Agents and participating in insurance training to transition into a sales role.

Job details

Career Opportunity – Customer Service Representative (CSR) At Westminster Mutual, we take pride in our role to protect our neighbours, their families, and their businesses and farms. We have a 167-year history of serving our client-owners that anchors our sense of purpose and shapes our values as an employer. Operating on a foundation of honesty, integrity, and community-based principles, we maintain the highest standards of personal service, never losing sight of the importance of the “Neighbour Helping Neighbour” approach. Minutes from London, Ontario, we offer a work environment that is balanced and family-friendly, no matter what your family looks like. THE OPPORTUNITY Looking to start a meaningful career where you can focus on building relationships, learn valuable insurance business skills, and grow into a sales role? Westminster Mutual is looking for a motivated and customer-focused individual to join our team as a Customer Service Representative (CSR). This role is ideal for those new to the insurance industry who are eager to build strong customer relationships while learning the foundations of insurance and sales. This is more than a customer service role, it is a launchpad into a fulfilling career as an Insurance Agent within the Ontario Mutuals. WHAT YOU’LL BE DOING Building strong relationships with policyholders by providing friendly, reliable, and professional service Acting as the first point of contact for policyholder questions about policies, billing, and claims Organizing and maintaining policyholder information and communications in detailed files Assisting the Sales Agents with administrative support throughout the sales cycle Participating in training and development activities related to insurance products, systems, and sales practices Observing and supporting Sales Agents to gain exposure to sales conversations and policyholder advisory practices WHAT YOU’LL BRING Post-secondary education in Insurance, or related experience with a general knowledge and understanding of Ontario Mutuals and Westminster Mutual Ability and willingness to obtain CIP designation and OTL License once employed Previous customer service experience, an asset Exceptional communication and relationship-building skills Organization and detail-oriented approach, with a self-starter attitude Curious, coachable, and eager to learn Flexibility to adapt to changing priorities WHAT WE OFFER A friendly, community-oriented workplace Comprehensive benefits Full time ‘in-office’ opportunity Direct training and mentorship from experienced Sales Agents Competitive Defined Contribution Pension Plan Opportunity for variety and growth Great work-life balance A clear path to move into a Sales Agent role as you develop JOIN OUR TEAM! If you are in search of a career where you can grow, learn, and make an impact in your community, we would love to hear from you! Please submit your resume and cover letter detailing your unique qualifications, experience, and energy to westminstercareers@engagehr.com. Before you apply, we encourage you to visit our website or follow us on Facebook, Instagram, or LinkedIn for more information about Westminster Mutual Insurance Company. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the Ontario Human Rights Code throughout all stages of the recruitment and selection process. We encourage candidates to make their accommodation needs known so we can offer equitable opportunities.

What you’ll do

The role involves providing professional service to policyholders regarding billing, claims, and policy questions. It also includes providing administrative support to Sales Agents and participating in insurance training to transition into a sales role.

Requirements

Candidates should have post-secondary education in insurance or related experience and a willingness to obtain CIP and OTL certifications. Strong communication skills and a coachable, self-starter attitude are required.

Benefits

• Comprehensive Benefits • Defined Contribution Pension Plan • Training And Mentorship • Work-life Balance

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Detail-oriented · Preferred
• Communication · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Relationship Building
• Insurance Knowledge
• Administrative Support
• Communication
• Organization
• Detail Oriented
• Sales Support

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales
• Administrative