Customer service representative - Personal and commercial line Insurance

Mandarin/Cantonese Customer service representative - Personal and commercial line Insurance

CHAT Insurance

Full‑time

Hybrid | Markham, ON, Canada

Build and grow your P & C insurance career with us! Here at CHAT Insurance, we are committed to the growth and development of our brokers and employees. CHAT is one of the best large P & C insurance brokerages recognized by IBAO in 2023 and 2024 and has been proud of providing insurance solutions to consumers in Ontario for over 10 years.

We are seeking a motivated and detail‑oriented Insurance CSR to join our dynamic team. Both NEW and seasoned brokers are welcomed. The ideal candidate will possess strong negotiation skills and a passion for providing exceptional customer service.

• Assist customers with inquiries related to personal and commercial insurance policies.
• Meet and exceed performance targets set by the management team.
• Provide accurate information on policy coverage and claims processes.
• Participate in ongoing training and development programs to enhance skills.
• Resolve customer complaints efficiently and effectively to ensure satisfaction.
• Maintain detailed records of customer interactions and transactions.
• Utilize CRM systems to track customer interactions and follow‑ups.
• Collaborate with team members to improve service delivery and efficiency.
• Stay updated on industry trends and changes in insurance regulations.
• Identify opportunities for upselling additional insurance products to customers.
• Provide feedback to management on customer needs and service improvements.
• Keep current on underwriting rules and workflow processes.
• Actively participate in training initiatives.
• Participate in community marketing initiatives.

• Mandarin
  or/and
  Cantonese are required for this position.
• Post‑secondary education is required.
• RIBO license preferred.
• Proven experience in customer service, preferably in insurance sectors.
• Ability to meet and exceed performance targets consistently.
• Strong understanding of personal and commercial insurance policies.
• Excellent communication skills, both verbal and written.
• Ability to resolve customer complaints effectively and efficiently.
• Strong teamwork skills while being accountable for individual success.
• Proven ability to identify upselling opportunities with customers.

Enjoy the flexibility of a hybrid working environment in beautiful Markham, ON, Canada.

Receive a competitive base salary that reflects your skills and contributions.

Competitive compensation package with bonus and New Business Commissions opportunities.