Position: CSR

You Know Where Customer Service Meets Sales – We Want to Meet You There!

Posted: June 12, 2020

Welcome to Mitchell & Whale! Are you an experienced CSR who knows how great customer service leads to great sales and great sales leads to great customer service? You are? When can you start?

The Job

You’ve been doing it for a while, so you know what it is to be a personal lines CSR, but at Mitchell & Whale, we do it a little differently. As part of our service and retention team you’ll be supporting and helping to retain our existing customers with your passion for providing exceptional customer service and bringing the WOW factor to all interactions. And of course, you know that every contact with a customer is an opportunity to better meet their needs. Yes, we mean up-selling, but not in a pushy way. More in a “how else can I help you today” way.

As a Personal Lines CSR you’ll work with our customers via phone, chat, email and text, to answer questions, make changes, review renewals, cross-sell, update files, assist with billing changes and a bunch of stuff we can’t think of right now. All this while embracing digital innovation, meeting all performance targets and living our mission “To make insurance not suck”!

Why Mitchell & Whale?

So, every workplace is the same, right? Wrong. Working at Mitchell & Whale is going to make your friends hate you, because you’ll have the job they wish they had. We could present all the standard marketing BS, but instead, here are some quotes from recently hired teammates:

“It’s hard to express how amazing it is to work at Mitchell & Whale.”

“Great atmosphere, no BS, and yes you have to work hard, but it’s fun coming to work.”

“Lots of companies talk about team but at M&W it’s real. Everyone helps everyone to be more successful.”

What You’re Great at

  • Customer solutions-focused attitude
  • Great sales instincts
  • Multitasking in a fast-paced environment
  • Identifying opportunities to drive customer value with cross-sell /up-sell or churn prevention techniques
  • Keeping organized while dealing with information/requests coming from different sources
  • Strong listening and critical thinking skills with an eye for detail
  • Staying positive and thriving under pressure

Education & Qualifications (yeah, you need to know what you’re doing)

  • At least 2 or more years of Customer Service experience in personal lines insurance
  • R.I.B.O. Licence

What we offer

  • Right now, the opportunity to work from home
  • When the pandemic’s over, an amazing open concept office with lots of toys, games, in-house gym and fun people
  • Benefits
  • Room to grow your insurance career
  • A collaborative and supportive working environment
  • Lots of fun events


VOTED #1 Brokerage in Ontario

Mitchell & Whale Insurance Brokers was recently voted #1 in Ontario by the Insurance Business Canada magazine. Read more

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