Customer Service Representative

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 ([email protected]). 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.