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Licensed Customer Service Representative
MutualOne Bank. Respond to inquiries and assist with policy changes, coverage explanations, and insurance solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in insurance policy management, including renewal reviews and customer service excellence. Proficient in maintaining accurate documentation and utilizing brokerage management systems to enhance operational efficiency.
Highest-signal resume keywords
Insurance Industry ExperienceOTL General Insurance Agent LicenseApplied Epic ExperienceCustomer Service ExcellenceOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy ManagementInsurance-to-Value CalculationsClaims Closing NoticesCertificate GenerationPolicy Expiry Management
Soft Skills
Strong Communication SkillsTime Management SkillsAttention to DetailCollaborative TeamworkGrowth Mindset
Tools & Technologies
Applied EpicAgency Management System
Certifications & Qualifications
OTL General Insurance Agent LicenseRIBO LicenseValid Ontario Driver's License
Industry Keywords
Personal LinesCommercial InsuranceFarm InsuranceCustomer ExperienceRenewal Packages
About the role
Key responsibilities & impact- Respond to inquiries and assist with policy changes, coverage explanations, and insurance solutions
- Conduct Personal Lines renewal reviews, including generating Insurance-to-Value calculations
- Monitor and manage policy expiry lists to ensure timely and accurate renewals
- Prepare Commercial and Farm renewal packages for assigned Agents
- Partner with Agents to provide proactive support and enhance customer experience
- Generate proofs of insurance, including Certificates of Insurance, Liability Slips, and Binders
- Maintain accurate records and documentation while following established workflows and best practices
- Update claims closing notices within the agency management system
- Provide support to the Corporate Services Administration Team as needed
- Contribute to a positive, inclusive, and collaborative workplace culture
- Travel as required
Requirements
What you’ll need- Minimum one year of insurance industry experience
- OTL General Insurance Agent License or RIBO License, with willingness to transition to OTL licensing if required
- Valid Ontario Driver's License
- College diploma in Business Administration, Insurance, or a related field
- Passion for delivering exceptional customer service and building strong customer relationships
- Strong communication, organizational, and time-management skills
- Excellent attention to detail and ability to prioritize multiple responsibilities
- Experience with Applied Epic or other brokerage management systems is considered an asset
- Ability to work both independently and collaboratively within a team environment
- A growth mindset and desire to continuously learn and develop professionally
- Commitment to showing relentless respect, kindness, and empathy
- Criminal Record Check will be required
- Must possess a valid driver's license
Benefits
Comp & perks- Flexible hybrid work arrangements that support work-life balance
- Competitive compensation and comprehensive benefits package
- Professional development, licensing support, and ongoing learning opportunities
- Clear pathways for career growth and advancement
- Collaborative, supportive team environment
- Employee well-being, respect, diversity, and community involvement culture
- Accommodations available to applicants with disabilities upon request during the recruitment process