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Erie Mutual Insurance

Customer Service Representative

Dunnville, ON, N1A 2W5, Canada

Employer: Erie Mutual Insurance Company Location: Dunnville, ON Employment Type: Full time permanent, in-office Status: New position Expected Compensation: From $60,000 salary · Full-time

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Job details

Pay: Employer: Erie Mutual Insurance Company Location: Dunnville, ON Employment Type: Full time permanent, in-office Status: New position Expected Compensation: From $60,000 salary
Job type: Full-time
Experience:  3+ years experience in Personal lines Account management/service experience
Posting language: English
Posted: Oct 22, 2026

Original job description

Customer Service Representative – Erie Mutual Insurance Company

Employer: Erie Mutual Insurance Company Location: Dunnville, ON Employment Type: Full time permanent, in-office Status: New position Expected Compensation: From $60,000 salary

About Erie Mutual:

Erie Mutual Insurance is a 155-year-old company providing Home, Auto, Commercial and Farm Insurance to its valued members. Primarily servicing the Haldimand & Niagara region. We strive to provide an excellent customer experience in a rapidly changing insurance environment.

Role Description:

We are seeking a licensed (OTL or RIBO) insurance professional to join Erie Mutual Insurance in a new customer-facing role based in our Dunnville office. This position is designed to strengthen service support for our Sales team while helping us continue to deliver the personalized, relationship-driven experience our members value. At Erie Mutual, we believe excellent service goes beyond answering questions. We want our members to understand the coverage they are buying, feel supported when they contact us, and know they are dealing with a team that genuinely cares about protecting their future. This role is ideal for an insurance professional who enjoys building trust, assisting clients with day-to-day policy needs, and contributing to a positive and professional office experience.

The successful candidate will work closely with members, colleagues, and business partners to provide timely service, policy support, coverage guidance, and administrative assistance. This role requires strong interpersonal skills, sound judgment, attention to detail, and the ability to manage responsibilities independently in a service-oriented environment.

Responsibilities include but are not limited to:

 Provide exceptional day-to-day service to Erie Mutual members in person, by phone, and through written communication  Welcome clients to the office and create a positive, professional, and helpful customer experience  Assist clients with policy inquiries, changes, endorsements, renewals, billing-related questions, and general coverage explanations  Help members better understand their insurance coverage and identify solutions that support their needs  Review client information and recommend appropriate coverage options, including opportunities to up-sell or cross-sell where suitable  Support inbound sales and service opportunities by responding to leads and directing inquiries appropriately  Process policy updates accurately and in a timely manner while maintaining strong attention to detail  Work collaboratively with internal departments and external partners to ensure service requests are handled efficiently  Support inspection follow-up, documentation review, and other service-related administrative tasks as needed  Field initial claims-related calls with empathy and professionalism, and guide members through the next steps of the process  Maintain accurate notes, records, and follow-up activities within company systems  Build strong professional relationships with members by providing consistent, knowledgeable, and friendly service  Adapt to evolving workflows, company procedures, and regulatory or service expectations as required  Contribute to a team environment focused on service excellence, responsiveness, and continuous improvement  Other duties as required

Qualifications:

 3+ years experience in Personal lines Account management/service experience  Valid Other-Than-Life License (or RIBO) and eligible to be sponsored by Erie Mutual  Strong written and verbal communication skills  Friendly and pleasant demeanor  Highly organized and disciplined to manage workload primarily independently  Skilled at defusing high-tension situations  Experience with Microsoft Office 365 and Dynamics 365 would be beneficial  Ontario College Diploma in Insurance considered an asset  Valid Ontario’s driver’s license

Our Mission Like most companies, Erie Mutual has a mission, and it’s not about us. It’s about being the best we can be at the worst of times for our members. It’s to hold onto and provide a level of service that we know people appreciate. It’s not just an insurance policy, it’s protecting your member’s future.

Benefits:

-Health & Dental benefits -Group RSP -Serene commute -Learning oriented environment -Educational Assistance

If this sounds like a great opportunity to you, we invite you to submit your application via email to the attention of Lauren Horton (lauren@eriemutual.com). Erie Mutual will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.

Transparency & Candidate Communication (ESA) – These postings disclose the expected compensation and vacancy status. Erie Mutual does not use artificial intelligence to screen, assess or select applicants. All interviewed candidates will be notified of the hiring decision within 45 days of their last interview.

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More about this job

Responsibilities

Provide members with in-person, phone, and written support for policy inquiries, changes, renewals, billing questions, and coverage needs. Process policy updates, support sales and service opportunities, handle initial claims-related calls, maintain accurate records, and coordinate with internal teams and external partners.

Requirements

Candidates need at least three years of personal lines account management or service experience and a valid OTL or RIBO license, with eligibility for sponsorship by Erie Mutual. Strong communication, organization, independent workload management, and conflict de-escalation skills are required; Microsoft Office 365 and Dynamics 365 experience, an Ontario College Diploma in Insurance, and a valid Ontario driver's license are also noted.

Skills

Customer Service
Insurance Policy Servicing
Coverage Guidance
Upselling And Cross-Selling
Written And Verbal Communication
Conflict De-Escalation
Organization
Independent Workload Management
Attention To Detail
Policy Administration
Claims Call Handling
Relationship Building
Microsoft Office 365
Dynamics 365

Benefits

Health And Dental Benefits
Group RSP
Serene Commute
Learning-Oriented Environment
Educational Assistance

Visa sponsorship

Not detected in the job text

Hiring contact

Lauren Horton

Hiring contact email

lauren@eriemutual.com

Keywords

Personal Lines Insurance
Account Management
Customer Service
OTL License
RIBO License
Policy Inquiries
Policy Changes
Endorsements
Renewals
Billing
Coverage Guidance
Upselling
Cross-Selling
Inbound Sales
Claims Support
Inspection Follow-Up
Documentation Review
Microsoft Office 365
Dynamics 365
Ontario College Diploma In Insurance
Ontario Driver's License
Member Experience
Insurance Administration

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