Identifying prospects’ needs, influencing decisions and selling insurance products.
Tailoring interactions by utilizing emerging technology solutions including phone, chat, email, SMS and video conferencing.
Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated.
Creating a trusting environment that fosters new sales opportunities and retention of existing business.
Actively participating within the team unit and independently to continuously contribute to overall business improvement.
Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.
Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.

A RIBO license is required.
A minimum of two years’ sales experience, preferably in personal lines, automobile and property insurance.
Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
Superior time management and organizational skills to handle competing priorities.
Intermediate knowledge of Microsoft Office Suite applications.
Preference given to candidates with experience using Epic, Salesforce and Company portals.

Defined benefit pension plan for a financially confident retirement
100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
Access to a wealth of learning resources, including LinkedIn Learning for professional development
Flexible work-from-home and hybrid options

Sales Representative – Home & Auto Insurance

Key skills