Career: Customer Service Representative
Join our team as a Customer Service Representative and build a rewarding career helping clients with their insurance needs.
Position Overview
As a Customer Service Representative at Harvard Western Insurance, you’ll be the first point of contact for our valued clients. You’ll play a crucial role in ensuring an exceptional customer experience by handling inquiries, processing transactions, and providing information about our insurance products and services.
Employment TypeFull-time or Part-time |
LocationOn-site (Saskatchewan Locations) |
ExperienceEntry-level |
Salary RangeCompetitive + benefits |
Key Responsibilities
Client Services
- Answer incoming phone calls, emails, and in-person inquiries professionally and efficiently
- Process policy payments and basic transactions
- Assist clients with basic motor vehicle insurance offered by SGI
- Provide information about insurance products and services
Administrative Support
- Process policy changes, payments, and basic transactions
- Maintain accurate client records and documentation
- Prepare and send correspondence to clients
- Assist with office organization and filing systems
Qualifications & Skills
We’re looking for customer-focused individuals with excellent communication abilities and a passion for helping others. The ideal candidate has strong organizational skills and a service-oriented mindset.
Required Qualifications
|
Key Skills
|
Why Join Harvard Western Insurance
Competitive Compensation PackageWe offer competitive salaries, comprehensive health and dental benefits, RRSP matching program, and paid time off. |
Career Development OpportunitiesStart your insurance career journey with us. Many of our advisors began as Customer Service Representatives. We provide support for those interested in pursuing insurance licensing and advancing within our organization. |
Training & DevelopmentReceive comprehensive onboarding and ongoing training to help you succeed in your role. We believe in investing in our team members’ professional growth and providing the resources needed to excel. |
Frequently Asked Questions
Is previous insurance experience required for this position?
No, previous insurance experience is not required for the Customer Service Representative position. We value candidates with strong customer service backgrounds and a willingness to learn about insurance. We provide comprehensive training on insurance products and services to help you succeed in this role.
What training is provided for new Customer Service Representatives?
New team members receive comprehensive training that includes customer service techniques, insurance product knowledge, systems and software training, and company procedures. You’ll be paired with experienced team members during your onboarding period to ensure you have the support needed to succeed.
Can this position lead to other career opportunities?
Absolutely! Many of our licensed brokers and managers started their careers as Customer Service Representatives. Harvard Western is committed to promoting from within and supports team members who wish to pursue insurance licensing and advance their careers. We offer development opportunities and training for those interested in growing within our organization.
What qualities make someone successful in this role?
Successful Customer Service Representatives are typically detail-oriented, patient, and have excellent communication skills. They enjoy helping people, can handle multiple tasks efficiently, and remain calm under pressure. A positive attitude, willingness to learn, and ability to work well in a team environment are also important qualities for success in this role.
Ready to Join Our Team?
We’re looking for customer-focused individuals who are passionate about providing excellent service and beginning a rewarding career in insurance. If that sounds like you, we’d love to hear from you!
