Customer service representative - Personal and commercial line Insurance

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

CHAT Insurance – Full-time, Hybrid (Markham, ON, Canada)

Build and grow your P & C insurance career with us! Here at CHAT Insurances, we are 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 we have 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.

• 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.

• Mandarin and/or Cantonese fluency required.
• Post-secondary education required.
• RIBO license preferred.
• Proven experience in customer service, preferably in the insurance sector.
• Ability to consistently meet and exceed performance targets.
• Strong understanding of personal and commercial insurance policies.
• Excellent verbal and written communication skills.
• 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.

• 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.
• Opportunities to grow in the industry.