Customer Service Representative

Join Halwell Dumfries Mutual as a Customer Service Representative in Guelph. This role focuses on delivering top-tier support to policyholders while collaborating with agents in a flexible hybrid setting.

As a Customer Service Representative 2, you will assist with inquiries, policy changes, and claims reporting. Candidates need a secondary diploma and 3-5 years of relevant insurance or customer service experience.

Your role is vital in ensuring efficient processing of policy documentation across personal, farm, and commercial lines.

Key Responsibilities:

• Assist policyholders with inquiries and policy changes

• Collaborate with agents for accurate documentation

• Support claims reporting and billing inquiries

• Maintain detailed and organized client records

• Provide excellent customer service across multiple platforms

Requirements:

• OTL or RIBO license required

• 3-5 years in insurance or customer service

• Skilled in Applied Epic software

• Strong communication and organizational skills

• Ability to work independently and in a team

Deliver exceptional service and support at Halwell Dumfries Mutual, enhancing client experiences with every interaction.
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