Customer Service Representative (Haldimand County)

Customer Service Representative (Haldimand County)

10 Nov
|
Erie Mutual Insurance
|
Haldimand County

10 Nov

Erie Mutual Insurance

Haldimand County

Customer Service Representative – Erie Mutual Insurance CompanyEmployer: Erie Mutual Insurance CompanyLocation: Dunnville, ONEmployment Type: Full time permanent, in-officeStatus: New positionExpected Compensation: From $60,000 salaryAbout Erie MutualErie Mutual Insurance is a 155-year-old company providing Home, Auto, Commercial and Farm Insurance to its valued members. Primarily servicing the Haldimand & Niagara region. We strive to provide an excellent customer experience in a rapidly changing insurance environment.Role DescriptionWe are seeking a licensed (OTL or RIBO) insurance professional to join Erie Mutual Insurance in a new customer-facing role based in our Dunnville office. This position is designed to strengthen service support for our Sales team while helping us continue to deliver the personalized, relationship-driven experience our members value. At Erie Mutual, we believe excellent service goes beyond answering questions. We want our members to understand the coverage they are buying, feel supported when they contact us, and know they are dealing with a team that genuinely cares about protecting their future. This role is ideal for an insurance professional who enjoys building trust, assisting clients with day-to-day policy needs, and contributing to a positive and professional office experience.ResponsibilitiesProvide exceptional day-to-day service to Erie Mutual members in person, by phone, and through written communicationWelcome clients to the office and create a positive, professional, and helpful customer experienceAssist clients with policy inquiries, changes,



endorsements, renewals, billing-related questions, and general coverage explanationsHelp members better understand their insurance coverage and identify solutions that support their needsReview client information and recommend appropriate coverage options, including opportunities to up-sell or cross-sell where suitableSupport inbound sales and service opportunities by responding to leads and directing inquiries appropriatelyProcess policy updates accurately and in a timely manner while maintaining strong attention to detailWork collaboratively with internal departments and external partners to ensure service requests are handled efficientlySupport inspection follow-up, documentation review, and other service-related administrative tasks as neededField initial claims-related calls with empathy and professionalism, and guide members through the next steps of the processMaintain accurate notes, records, and follow-up activities within company systemsBuild robust skilled relationships with members by providing consistent, knowledgeable, and friendly serviceAdapt to evolving workflows, company procedures,



and regulatory or service expectations as requiredContribute to a team environment focused on service excellence, responsiveness, and continuous improvementOther duties as requiredQualifications3+ years experience in Personal lines Account management/service experienceValid Other-Than-Life License (or RIBO) and eligible to be sponsored by Erie MutualStrong written and verbal communication skillsFriendly and pleasant demeanorHighly organized and disciplined to manage workload primarily independentlySkilled at defusing high-tension situationsExperience with Microsoft Office 365 and Dynamics 365 would be beneficialOntario College Diploma in Insurance considered an assetValid Ontario's driver's licenseOur MissionLike most companies, Erie Mutual has a mission, and it's not about us. It's about being the best we can be at the worst of times for our members. It's to hold onto and provide a level of service that we know people appreciate. It's not just an insurance policy, it's protecting your member's future.BenefitsHealth & Dental benefitsGroup RSPSerene commuteLearning oriented environmentEducational AssistanceErie Mutual will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.Transparency & Candidate Communication (ESA) – These postings disclose the expected compensation and vacancy status. Erie Mutual does not use artificial intelligence to screen, assess or select applicants. All interviewed candidates will be notified of the hiring decision within 45 days of their last interview.

📌 Customer Service Representative (Haldimand County)
🏢 Erie Mutual Insurance
📍 Haldimand County

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