Client Services Specialist (Canada)

Client Services Specialist (Canada)

17 Sep
|
RATESDOTCA Group
|
Canada

17 Sep

RATESDOTCA Group

Canada

RATES.CA Group Ltd. is expanding. Join Canada's fastest-growing internet technology company in the insurance industry.

The Opportunity

We are seeking customer focused and detail oriented individuals to join our team as Client Service Specialists in our Welland, ON location. This position is focused on supporting clients with payment processing, and billing related inquiries . We are looking for individuals who are able to think outside the box, effectively manage projects, go with the flow, have high standards, excercise good judgement and are able to build trust with the customer. This role also gives you the opportunity to grow in the company and be considered for our Insurance Broker training after gaining experience and showing proficiency as a Client Services Specialist.

Primary Duties and Responsibilities

Supporting the brokerage on unlicensed customer service tasks

Cooperation with both Sales and Service Team to assist with day to day needs

Take payments and handle billing related inquiries

Reaching out to customers to follow up on documentation or payments

Notify clients regarding billing issues and options

Education clients on billing status

Sort and action incoming company mail

Preparing registered mail to be sent out to clients

Routing of all inbound customer emails

What we hope you bring. . .

Energy, drive and contagious enthusiasm!

Strong commitment to teamwork

Organizational skills and ability to multitask along with excellent communication skills

Entry level skills in Microsoft Excel, Word and PowerPoint

Ability to work in a fast-paced workplace

Nice to Have

Experience with a broker management system, ideally Applied Epic

Entry level knowledge of personal lines insurance

Preferred Education and Experience

Completion of high school education or GED

Life @ RATES.CA Group Ltd.

Open concept, Welland location and upbeat atmosphere

Annual holiday festivities, free lunches and so much more

Corporate rate fitness club memberships for colleagues as well as eligible family members





Helping you help others with our paid volunteer programs

Employee satisfaction survey for you to voice your opinion on working at RATESDOTCA Group Ltd

Lounge with TV, ping pong, shuffle board and much more

The compensation package consists of a salary, benefits, and a yearly performance based bonus

At RATESDOTCA Group Ltd., we aim to help every Canadian make better money decisions. We help consumers find the best insurance rates, mortgage rates, credit cards and banking products—all online—by offering comprehensive product comparisons, educational content, industry news, and financial tools like calculators, renewal reminders and rate alerts. We display the options and choices available, so consumers can make confident money decisions and purchases. Our efforts don’t stop at our consumer-facing brands. We also work directly with the country’s top insurers, banks, credit unions and brokers to help them improve their tools and technology to give Canadians more choice and better products.

Now that we've told you a little about us, we'd like to learn more about you.

RATESDOTCA Group Ltd. is an equal opportunity employer and is committed to providing a recruitment process that respects the dignity and independence of all candidates and we will accommodate people with disabilities throughout the recruitment and selection process. Applicants are encouraged to make their needs known in advance if accommodation is required.

We thank all applicants for their interest in a career with RATESDOTCA Group Ltd. Due to the volume of applications we receive, we may be unable to reply to all applicants. Only those candidates being considered are being contacted.

Job Type: Full-time

Pay: From $37,440.00 per year

Benefits:

- Casual dress
- Company events
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- RRSP match

Ability to commute/relocate:

- Welland, ON L3B 4N4: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Welland, ON L3B 4N4

📌 Client Services Specialist (Canada)
🏢 RATESDOTCA Group
📍 Canada

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