ABOUT US

Billyard Insurance Group – Mississauga East is seeking a Customer Service Representative to join our vibrant team, dedicated to transforming the insurance industry through exceptional value and trust. Our award-winning organization has been recognized for excellence, including:

• 2022 Top Choice Insurance Brokerage
• 2023 Personal Lines Growth Brokerage of the Year
• 2023 Top Insurance Employer Award
• 2024 Insurance Business Canada Award for Digital Innovation
• 2024 Canada’s Top Growing Company
• 2024 Fast Brokerage by Insurance Business Canada

Since 2017, our Mississauga East branch has grown from 2 to over 100 employees, driven by a culture of mentorship, coaching, and continuous training. We empower our team with innovative technology and resources to excel in the evolving insurance landscape. If you’re enthusiastic, client-focused, and eager to grow, we want you to join our team!

JOB DESCRIPTION

We are looking for a motivated and detail-oriented Customer Service Representative (CSR) to support our sales and service teams. This entry-level role is perfect for candidates who are passionate about delivering outstanding customer service in the insurance industry. As a CSR, you’ll assist clients with their insurance needs, handle administrative tasks, and contribute to a positive client experience. While the role focuses on service, occasional sales opportunities are available for those interested. We provide comprehensive training and mentorship to help you succeed, including support to obtain your RIBO license if you don’t already have one.

SKILLS AND QUALIFICATIONS

• 0-1 year of experience in customer service, ideally in insurance or a related field (entry-level candidates are welcome).
• RIBO license is a strong asset; candidates without a RIBO license must be willing to obtain one upon hire (company support provided).
• Basic proficiency in Microsoft Office; experience with insurance software (e.g., Powerbroker, Applied Rating Services, or market portals) is an asset.
• Ability to thrive in a fast-paced environment with strong multitasking and organizational skills.
• Positive, energetic attitude with a client-focused mindset and an “I can do it” approach.
• Excellent verbal and written communication skills for building relationships with clients and team members.
• Eagerness to learn and grow with a rapidly expanding company.
• Cold calling experience is an asset.

As a Customer Service Representative, you will play a vital role in delivering exceptional client experiences by supporting policy administration, addressing client inquiries, and collaborating with our sales and service teams. You’ll ensure clients receive tailored insurance solutions while adhering to underwriting standards, with opportunities to engage in sales if desired, all while growing your skills in a supportive, fast-paced environment.
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Provide superior customer service by promptly addressing client inquiries via phone, email, or in-person regarding policies, coverage, and billing.

• Foster positive client relationships to enhance satisfaction and encourage loyalty.
• Administer and process policy changes, endorsements, and renewals accurately using company partner portals and brokerage management systems.
• Review client policies and recommend coverage options tailored to individual needs, ensuring compliance with broker partner underwriting criteria.
• Coordinate and follow up on client documentation to maintain accuracy and regulatory compliance.
• Support the sales team by assisting with basic quote preparation and gathering information for new business opportunities.
• Engage in occasional cross-selling or upselling of insurance products, encouraged for those interested in expanding their sales skills.
• Participate in ongoing training to enhance product knowledge, customer service expertise, and proficiency with industry tools.