Customer Service Representative at Westminster Mutual Insurance Company
Ontario, Ontario, Canada -
Full Time


Start Date

Immediate

Expiry Date

23 Dec, 26

Salary

1200000.0

Posted On

24 Sep, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Industry

Banking & Credit

Description

About the job


Career Opportunity – Customer Service Representative (CSR)

At Westminster Mutual, we take pride in our role to protect our neighbours, their families, and their businesses and farms. We have a 167-year history of serving our client-owners that anchors our sense of purpose and shapes our values as an employer. Operating on a foundation of honesty, integrity, and community-based principles, we maintain the highest standards of personal service, never losing sight of the importance of the “Neighbour Helping Neighbour” approach. Minutes from London, Ontario, we offer a work environment that is balanced and family-friendly, no matter what your family looks like.

THE OPPORTUNITYLooking to start a meaningful career where you can focus on building relationships, learn valuable insurance business skills, and grow into a sales role? Westminster Mutual is looking for a motivated and customer-focused individual to join our team as a Customer Service Representative (CSR). This role is ideal for those new to the insurance industry who are eager to build strong customer relationships while learning the foundations of insurance and sales. This is more than a customer service role, it is a launchpad into a fulfilling career as an Insurance Agent within the Ontario Mutuals.

  • WHAT YOU’LL BE DOINGBuilding strong relationships with policyholders by providing friendly, reliable, and professional service
  • Acting as the first point of contact for policyholder questions about policies, billing, and claims
  • Organizing and maintaining policyholder information and communications in detailed files
  • Assisting the Sales Agents with administrative support throughout the sales cycle
  • Participating in training and development activities related to insurance products, systems, and sales practices
  • Observing and supporting Sales Agents to gain exposure to sales conversations and policyholder advisory practices


  • WHAT YOU’LL BRINGPost-secondary education in Insurance, or related experience with a general knowledge and understanding of Ontario Mutuals and Westminster Mutual
  • Ability and willingness to obtain CIP designation and OTL License once employed
  • Previous customer service experience, an asset
  • Exceptional communication and relationship-building skills
  • Organization and detail-oriented approach, with a self-starter attitude
  • Curious, coachable, and eager to learn
  • Flexibility to adapt to changing priorities


  • WHAT WE OFFERA friendly, community-oriented workplace
  • Comprehensive benefits
  • Full time ‘in-office’ opportunity
  • Direct training and mentorship from experienced Sales Agents
  • Competitive Defined Contribution Pension Plan
  • Opportunity for variety and growth
  • Great work-life balance
  • A clear path to move into a Sales Agent role as you develop


JOIN OUR TEAM!If you are in search of a career where you can grow, learn, and make an impact in your community, we would love to hear from you! Please submit your resume and cover letter detailing your unique qualifications, experience, and energy to westminstercareers@engagehr.com.

Before you apply, we encourage you to visit our website or follow us on Facebook, Instagram, or LinkedIn for more information about Westminster Mutual Insurance Company.

We encourage applications from all qualified candidates and will accommodate applicants’ needs under the Ontario Human Rights Code throughout all stages of the recruitment and selection process. We encourage candidates to make their accommodation needs known so we can offer equitable opportunities.


How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

•        Client Relationship Management & UHNW Advisory: Manages high-net-worth and international client relationships, delivering tailored, trust-based advisory aligned with client goals, risk appetite, and investment horizon.

•        Portfolio & Wealth Management: Evaluates client financial positions and identifies opportunities across investments, deposits, and protection solutions to support holistic financial planning.

•        NRI Banking & Cross-Border Transactions: Handles NRI banking, forex transactions, remittances, and account management, with a focus on compliant and seamless international service delivery.

•        Regulatory Compliance & Risk Control: Applies KYC/AML frameworks and internal risk controls consistently across client onboarding, transactions, and portfolio reviews.

•        Business Development & Cross-Selling: Builds new client relationships through proactive prospecting, referrals, and networking, while expanding wallet share through cross-selling and upselling.

•        Financial Operations & Process Ownership: Owns end-to-end financial and offboarding processes, coordinating across teams to ensure accurate, timely, and audit-compliant closure.


Loading...