Become a key player in customer service at Halwell Dumfries Mutual as a Customer Service Representative 2. In this role, you will provide outstanding service to policyholders, focusing on inquiries and claims in a flexible hybrid work model.
As a CSR2, you will collaborate with agents and underwriters to ensure effective policy documentation processing. With 3-5 years of relevant experience in customer service and insurance, your duties will involve facilitating policy changes and maintaining records in Applied Epic. Your robust communication and organizational skills will contribute to a supportive and dedicated team environment.
Key Responsibilities:
• Act as the first point of contact for policyholders
• Assist with claims reporting and policy inquiries




• Collaborate with underwriters on necessary documentation
• Maintain thorough records in Applied Epic
• Ensure detailed audits and documentation accuracy
Requirements:
• Valid OTL or RIBO license, secondary school education
• 3-5 years of experience in insurance or customer service
• Experience in Home and Auto insurance
• Exceptional communication and detail-oriented skills
• Proficiency with Microsoft 365 and InsurTech
In this dynamic role, you'll enhance client satisfaction and uphold Halwell Dumfries Mutual's dedication to community engagement.
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📌 Halwell Dumfries Mutual Client Service Representative (Guelph)
🏢 Halwell Dumfries Mutual Insurance
📍 Guelph