Job Description
Personal line Insurance Broker - Service
Reports To: Team Leader
Salary : From 52 000$ plus performance bonus
About Us
SimplInsur is an innovative insurance provider powered by M3 Financial Group (Canada's leading mortgage originator). Our mission is to empower brokers with cutting-edge tools and technologies that help them stay ahead in a competitive market. At SimplInsur, we combine industry expertise with a customer-first approach to deliver smarter insurance solutions.
The Opportunity
As a Insurance Broker - Customer Service Representative, you'll play a key role in our ongoing growth and development. We're looking for someone who is passionate about providing exceptional service and building lasting client relationships. You’ll be the go-to contact for our clients, assisting with policy changes, claims, renewals, billing inquiries, and more, all while promoting our full suite of insurance products to ensure client satisfaction and loyalty.
What You'll Do
Servicing all personal/commercial lines clients
Provide a positive, professional customer experience across all personal and commercial insurance lines
Advise clients on policy changes, claims, renewals, billing, and related matters
Use insurance company portals to process updates and transactions
Document all interactions clearly and accurately in our BMS
Re-market policies as needed to meet client needs
Identify cross-sell and upsell opportunities
Meet productivity, quality, and performance targets
Follow up on calls, submissions, and inquiries in a timely manner
Promote our features and services during portfolio reviews
Foster long-term client loyalty through strong attention to detail and service excellence
What You Bring
A valid RIBO license in good standing
Minimum 1 year of experience in a customer service role within the insurance industry
Excellent communication skills
A customer-first mindset focused on delivering outstanding service
Strong sense of responsibility and organizational skills
A collaborative attitude—you’re a true team player
Experience navigating various insurance portals
Solid knowledge of personal and commercial insurance products
What We Offer
Hybrid work model – enjoy the flexibility of working from home and in-office collaboration
Free on-site parking for when you’re in the office
Virtual healthcare with Telus Health – available from day one
RRSP contribution – SimplInsur and M3 will begin contributing to your RRSP after just 3 months of employment
Company-supported insurance program – with shared premiums to help protect what matters most.
Opportunities for career growth within a dynamic and expanding organization
A supportive and inclusive team culture built on collaboration and innovation
Access to tools and technology that help you do your best work
Being part of M3 Financial Group, Canada’s leading mortgage originator, with a strong reputation and network
Diversity & Inclusion
SimplInsur, a division of M3 Financial Group, is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates of all backgrounds, including women, minorities, individuals with disabilities, and members of the LGBTQ+ community.
Job Type: Full-time
Pay: From $52,000.00 per year
Benefits:
Casual dress
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Work from home
Application question(s):
What are your salary expectations for this role?
Licence/Certification:
RIBO License (preferred)
Work Location: Hybrid remote in Toronto, ON M7A 2K2
Reports To: Team Leader
Salary : From 52 000$ plus performance bonus
About Us
SimplInsur is an innovative insurance provider powered by M3 Financial Group (Canada's leading mortgage originator). Our mission is to empower brokers with cutting-edge tools and technologies that help them stay ahead in a competitive market. At SimplInsur, we combine industry expertise with a customer-first approach to deliver smarter insurance solutions.
The Opportunity
As a Insurance Broker - Customer Service Representative, you'll play a key role in our ongoing growth and development. We're looking for someone who is passionate about providing exceptional service and building lasting client relationships. You’ll be the go-to contact for our clients, assisting with policy changes, claims, renewals, billing inquiries, and more, all while promoting our full suite of insurance products to ensure client satisfaction and loyalty.
What You'll Do
Servicing all personal/commercial lines clients
Provide a positive, professional customer experience across all personal and commercial insurance lines
Advise clients on policy changes, claims, renewals, billing, and related matters
Use insurance company portals to process updates and transactions
Document all interactions clearly and accurately in our BMS
Re-market policies as needed to meet client needs
Identify cross-sell and upsell opportunities
Meet productivity, quality, and performance targets
Follow up on calls, submissions, and inquiries in a timely manner
Promote our features and services during portfolio reviews
Foster long-term client loyalty through strong attention to detail and service excellence
What You Bring
A valid RIBO license in good standing
Minimum 1 year of experience in a customer service role within the insurance industry
Excellent communication skills
A customer-first mindset focused on delivering outstanding service
Strong sense of responsibility and organizational skills
A collaborative attitude—you’re a true team player
Experience navigating various insurance portals
Solid knowledge of personal and commercial insurance products
What We Offer
Hybrid work model – enjoy the flexibility of working from home and in-office collaboration
Free on-site parking for when you’re in the office
Virtual healthcare with Telus Health – available from day one
RRSP contribution – SimplInsur and M3 will begin contributing to your RRSP after just 3 months of employment
Company-supported insurance program – with shared premiums to help protect what matters most.
Opportunities for career growth within a dynamic and expanding organization
A supportive and inclusive team culture built on collaboration and innovation
Access to tools and technology that help you do your best work
Being part of M3 Financial Group, Canada’s leading mortgage originator, with a strong reputation and network
Diversity & Inclusion
SimplInsur, a division of M3 Financial Group, is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We welcome candidates of all backgrounds, including women, minorities, individuals with disabilities, and members of the LGBTQ+ community.
Job Type: Full-time
Pay: From $52,000.00 per year
Benefits:
Casual dress
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Work from home
Application question(s):
What are your salary expectations for this role?
Licence/Certification:
RIBO License (preferred)
Work Location: Hybrid remote in Toronto, ON M7A 2K2
💡 Quick Summary
Seeking a career-building opportunity? The Personal Lines Insurance Broker - Services position is now open for candidates interested in the Customer Care sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care is a plus.
