Job Description Customer Service & Broker Support Specialist Explore an exciting opportunity in the insurance sector for our client, where customer service, collaboration, and problem-solving come together in a dynamic mortgage creditor environment.

Be part of a close-knit team focused on building robust broker relationships, delivering quality service, and contributing to a positive customer experience in a hybrid work setting.

What is in it for you: • Hourly salary of $25-30, based on experience. • 6-month contract. • Full-time position: 37.50 hours per week. • Hybrid work model with 3 days per week in the office. • Office location in Waterloo, Ontario.

Responsibilities: • Set up and support Lender and Broker profiles. • Provide business support for BSC systems, including AMS and Safety

Catch. • Provide customer service by phone and email, including managing a shared inbox and responding to broker inquiries. • Respond to inquiries related to policies, broker compensation, sales tips, product training, and mortgage creditor insurance. • Troubleshoot issues and escalate them to Production Support as necessary. • Maintain client relationships and suggest tool improvements. • Collaborate with the Team Lead, Manager, and other teams on business initiatives. • Support BSC projects and assist with training new specialists.



• Perform data entry to update sales systems. • Handle approximately 8 to 10 calls and 40 emails per day.

What you will need to succeed: Required qualifications • Postgraduate education or relevant experience. • 2+ years of experience. • Customer service experience. • Proficiency in Microsoft Office. • Proficiency in CRM systems such as Salesforce. • Data entry skills.

Preferred qualifications • Experience or knowledge of the mortgage or Mortgage Creditor Industry. • Customer service experience over the phone. • Bilingual in French and English to support broker communications by phone and email.

Required soft skills • Communication skills. • Interpersonal skills. • Analytical skills. • Customer service orientation. • Problem-solving skills. • Attention to detail. • Ability to manage multiple priorities. • Ability to work independently and collaboratively. • Adaptability and flexibility.

Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach.

As part of the screening process, some applications may be reviewed using artificial intelligence tools.

Only candidates who meet the hiring criteria will be contacted.

📌 Customer Service & Broker Support Specialist (Waterloo)
🏢 Recrute Action
📍 Waterloo