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Added 14 mins ago
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Customer Service Representative
BMO
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- Part-time
…above represents BMO Financial Group’s expected target for the first year in this…
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1
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MutualONE

Licensed Customer Service Representative

Ilderton, ON, N0M 2A0, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 27, 2026

Original job description

Join MutualONE and Help Shape Exceptional Customer Experiences

At MutualONE, we're more than an insurance company. We're a people-first organization committed to protecting what matters most to our customers, communities, and employees. We're seeking a motivated, customer-focused professional who thrives in a collaborative environment and is excited to build a meaningful career in the insurance industry.

As a Licensed Customer Service Representative (CSR), you'll play a key role in supporting our Agency Team and delivering exceptional service to our policyholders. Working alongside experienced Agents and Underwriters, you'll gain exposure to multiple lines of insurance while developing valuable industry expertise and advancing your career.

If you're passionate about helping people, enjoy working in a fast-paced environment, and take pride in delivering outstanding customer experiences, we'd love to hear from you.

ONE Company, ONE Team, ONE Culture, ONE Insurance Solution for our Member’s Needs!

MutualONE has Agents and Independent Insurance Brokers, with business throughout Southwestern Ontario, serviced from office locations in Ilderton ON and Seaforth ON.

If you're passionate about helping people, enjoy working in a fast-paced environment, and take pride in delivering outstanding customer experiences, we'd love to hear from you.

What You'll Do

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 our agency management system
Provide support to our Corporate Services Administration Team as needed
Contribute to a positive, inclusive, and collaborative workplace culture by living the MutualONE values every day
Travel is required in this role

What You'll Bring

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
A commitment to showing relentless respect, kindness, and empathy in all you do
Must possess a valid driver's license
Criminal Record Check will be required

Why MutualONE?

At MutualONE, we believe great people deserve a great workplace. That's why we offer:

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
A collaborative, supportive team environment where your contributions are valued
A culture that prioritizes employee well-being, respect, diversity, and community involvement

Ready to Build Your Future with MutualONE?

If you're looking for a rewarding career with an organization that values people, relationships, and continuous growth, we'd love to hear from you.

Apply today and discover how MutualONE can help you grow your career while making a meaningful difference in the lives of our customers and communities.

We thank all applicants for their interest, however, only those considered for an interview will be contacted.

ACCESSIBILITY STATEMENT (AODA IN ONTARIO)

MutualONE is committed to providing a barrier-free work environment in concert with the provincial guidelines for accessibility (Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code, Ontario Only).

As such, MutualONE will make accommodations available to applicants with disabilities upon request during the recruitment process.

HUMAN RIGHTS STATEMENT

MutualONE strives to ensure that its employment practices are free from direct and indirect discrimination and is committed to upholding the human rights of those participating in the hiring process. In pursuit of this commitment, MutualONE will not condone or tolerate any acts of discrimination or harassment under any of the grounds protected under human rights legislation. This commitment extends to the hiring process and throughout the course of employment.

Apply About employer

More about this job

Responsibilities

The Licensed Customer Service Representative will manage policy renewals, generate insurance documentation, and provide proactive support to agents and policyholders. They will also maintain accurate records and contribute to a collaborative team environment while ensuring exceptional service delivery.

Requirements

Candidates must have at least one year of insurance industry experience and hold an OTL or RIBO license. A college diploma in Business Administration or Insurance and a valid Ontario driver's license are also required.

Skills

Customer service
Insurance industry knowledge
Policy management
Communication
Organizational skills
Time management
Attention to detail
Applied Epic
ITV calculations
Relationship building
Problem solving
Collaboration

Benefits

Flexible hybrid work arrangements
Professional development
Licensing support
Career growth opportunities

Visa sponsorship

Not detected in the job text

Keywords

Insurance
Customer Service
OTL License
RIBO License
Applied Epic
Policy Renewals
Underwriting
Commercial Insurance
Farm Insurance
Personal Lines
Certificates of Insurance
Liability Slips
Binders
Agency Management System
Business Administration
Hybrid Work

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