Licensed Customer Service Representative

MutualOne Bank

. Deliver exceptional customer service by responding to inquiries and assisting with policy changes, coverage explanations, and insurance solutions .

Posted 10/27/2026full-timeSeaforth • CanadaJunior💰 CA$55,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in delivering exceptional customer service within the insurance industry, including policy management, renewal processes, and documentation accuracy. Proficient in utilizing brokerage management systems and maintaining compliance with licensing requirements.

Highest-signal resume keywords

Insurance Industry ExperienceOTL General Insurance Agent LicenseApplied Epic ProficiencyCustomer Service ExcellenceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance SolutionsInsurance-to-Value CalculationsPolicy ManagementClaims Closing NoticesCertificates of InsuranceLiability SlipsBindersDocumentation AccuracyRenewal ReviewsWorkflow Best Practices

Soft Skills

Strong CommunicationTime-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 ExperiencePolicy Expiry Management

About the role

Key responsibilities & impact

Deliver exceptional customer service by responding to inquiries and assisting with policy changes, coverage explanations, and insurance solutions
Conduct Personal Lines renewal reviews, including generating Insurance-to-Value (ITV) calculations
Monitor and manage policy expiry lists to ensure timely and accurate renewals
Prepare Commercial and Farm renewal packages for assigned Agents
Partner closely with Agents to provide proactive support and enhance the 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
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 independently and collaboratively within a team environment
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