Customer Service Representative - Personal and Commercial Line Insurance

Job Summary

Mandarin/Cantonese Customer Service Representative - Personal and Commercial Line Insurance

CHAT Insurance

Base Salary + Commissions (Based on performance)

Full-time

Hybrid | Markham, ON, Canada

The Opportunity

Build and grow your P & C insurance career with us! Here at CHAT Insurances, We committed to the growth and development of our brokers and employees. CHAT is one of the best Large P & C insurance brokerages recognized by IBAO in 2023 and 2024 and has been proud of providing insurance solutions to consumers in Ontario for over 10 years.

We are seeking a motivated and detail-oriented Insurance CSR to join our dynamic team. Both NEW and seasoned brokers are welcomed. The ideal candidate will possess strong negotiation skills and a passion for providing exceptional customer service.

Responsibilities

• Assist customers with inquiries related to personal and commercial insurance policies.

• Meet and exceed performance targets set by the management team.

• Provide accurate information on policy coverage and claims processes.

• Participate in ongoing training and development programs to enhance skills.

• Resolve customer complaints efficiently and effectively to ensure satisfaction.

• Maintain detailed records of customer interactions and transactions.

• Utilize CRM systems to track customer interactions and follow-ups.

• Collaborate with team members to improve service delivery and efficiency.

• Stay updated on industry trends and changes in insurance regulations.

• Identify opportunities for upselling additional insurance products to customers.

• Provide feedback to management on customer needs and service improvements.

• Keep current on underwriting rules and workflow processes

• Actively participate in training initiatives

• Participate in community marketing initiatives

Experience/Qualifications

• Mandarin or/and Cantonese are required for this position.

• Post-Secondary Education is required.

• RIBO license preferred.

• Proven experience in customer service, preferably in insurance sectors.

• Ability to meet and exceed performance targets consistently.

• Strong understanding of personal and commercial insurance policies.

• Excellent communication skills, both verbal and written.

• Ability to resolve customer complaints effectively and efficiently.

• Strong teamwork skills while being accountable for individual success.

• Proven ability to identify upselling opportunities with customers.

What's in it for you? (Salary, Commissions & Benefits)

• Enjoy the flexibility of a hybrid working environment in beautiful Markham, ON, Canada.

• Receive a competitive base salary that reflects your skills and contributions.

• Competitive compensation package with bonus and New Business Commissions opportunities

• Paid Time Off and Vacation.

• Employee benefit (medical and dental)

• Opportunities to grow in the industry