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 strong 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.
- 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 SafetyCatch.
- 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.
- Customer service experience.
- Proficiency in Microsoft Office.
- Proficiency in CRM systems such as Salesforce.
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
- Customer service orientation.
- 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.
