Manage a portfolio of Independent Business Unit accounts, ensuring exceptional service and long-term client satisfaction.
Actively contribute to revenue by selling new policies and writing new business to new and existing clients.
Quote policies, review renewals, and achieve growth targets with confidence.
Provide customers with prompt and trusted service by easing their concerns, helping them understand their coverage, and delivering fast, knowledgeable service that builds customer loyalty.
Complete applications, issue insurance certificates, and prepare insurer documentation that showcases professionalism and attention to detail.
Requirements
Two or more years of customer service experience
Sales experience in any other industry is an asset
1 to 3 years of experience in the insurance industry is an asset
RIBO Insurance License is preferred or must obtain upon hire
Exposure to EPIC is an asset
Proficient in MS Office – Word, Excel, Outlook
Excellent customer service skills and adept in conflict resolution
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills
Benefits
Flexible work arrangements
Multiple benefits offered to support physical and mental wellbeing
Wellness account
Share plan & other savings
Group RRSP with company matching
DPSP offerings providing flexibility and long-term security