Personal line Insurance Broker - Service
Reports To: Team Leader
Salary : From 52 000$ plus performance bonus
About Us
SimplInsur is an innovative insurance provider powered by M3 Financial Group (Canada's leading mortgage originator). Our mission is to empower brokers with cutting-edge tools and technologies that help them stay ahead in a competitive market. At SimplInsur, we combine industry expertise with a customer-first approach to deliver smarter insurance solutions.
The Opportunity
As a Insurance Broker - Customer Service Representative, you'll play a key role in our ongoing growth and development. We're looking for someone who is passionate about providing exceptional service and building lasting client relationships. You’ll be the go-to contact for our clients, assisting with policy changes, claims, renewals, billing inquiries, and more, all while promoting our full suite of insurance products to ensure client satisfaction and loyalty.
What You'll Do
- Servicing all personal/commercial lines clients
- Provide a positive, professional customer experience across all personal and commercial insurance lines
- Advise clients on policy changes, claims, renewals, billing, and related matters
- Use insurance company portals to process updates and transactions
- Document all interactions clearly and accurately in our BMS
- Re-market policies as needed to meet client needs
- Identify cross-sell and upsell opportunities
- Meet productivity, quality, and performance targets
- Follow up on calls, submissions, and inquiries in a timely manner
- Promote our features and services during portfolio reviews
- Foster long-term client loyalty through strong attention to detail and service excellence
What You Bring
- A valid RIBO license in good standing
- Minimum 1 year of experience in a customer service role within the insurance industry
- Excellent communication skills
- A customer-first mindset focused on delivering outstanding service
- Strong sense of responsibility and organizational skills
- A collaborative attitude—you’re a true team player
- Experience navigating various insurance portals
- Solid knowledge of personal and commercial insurance products
What We Offer
- Hybrid work model – enjoy the flexibility of working from home and in-office collaboration
- Free on-site parking for when you’re in the office
- Virtual healthcare with Telus Health – available from day one
- RRSP contribution – SimplInsur and M3 will begin contributing to your RRSP after just 3 months of employment
- Company-supported insurance program – with shared premiums to help protect what matters most.
- Opportunities for career growth within a dynamic and expanding organization
- A supportive and inclusive team culture built on collaboration and innovation
- Access to tools and technology that help you do your best work
- Being part of M3 Financial Group, Canada’s leading mortgage originator, with a strong reputation and network
Diversity & Inclusion
SimplInsur, a division of M3 Financial Group, is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates of all backgrounds, including women, minorities, individuals with disabilities, and members of the LGBTQ+ community.
Job Type: Full-time
Pay: From $52,000.00 per year
Benefits:
- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Work from home
Application question(s):
- What are your salary expectations for this role?
Licence/Certification:
Work Location: Hybrid remote in Toronto, ON M7A 2K2
