Our greatest strength is our amazing team of insurance specialists, and we want what’s best for each.

BTI Direct Insurance is an insurance brokerage located in Richmond Hill, Toronto. We specialize in Car, Home and Travel Insurance.  Our office equipped with state-of-art insurance technology to maximize our office efficiency. 

We are seeking a team member in our Service & Retention Team.  If you are thrilled to provide excellent customer services, eager to obtain knowledge in insurance industry, and delighted to join in an energetic team-based office, this position is suitable for you. 


  • Provide insurance solutions to match customers’ insurance needs
  • Review, retain, upsell and cross-sell existing policies with best premium, coverage and services
  • Handle policy changes to existing customers with professional and optimistic manners
  • Liaison with customers and insurance company to assist in claim process
  • Document management in a paperless environment.  Exchange policy information to insurance companies via computer systems


  • Prior customer service experience with selling skills is an asset
  • Enjoy to work in a team environment and be part of a creative, energetic, optimistic and cheerful team
  • Excellent interpersonal skills.  Eager to obtain knowledge in insurance industry.
  • Proficient in internet search, use of social media, e-transactions and use of computer programs, such as Microsoft Office.
  • Proficient in English, Cantonese and Mandarin; both written and verbal
  • R.I.B.O. license (Level 1) is an asset
  • Completion of post-secondary education.  Working toward insurance designation (e.g. CAIB or CIP) is preferable.

 Please submit resume in confidence to 

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