Personal Lines
5 days ago
RESPONSIBILITIES:
Develop leads, identify client needs and sell appropriate products and services
Identify cross-sell and up-sell opportunities
Provide quotes and quote comparisons for existing and potential new clients
Manage relationships with existing clients
Manage renewal reviews and recommendations
Ensure retention targets are met
Manage the quality and timeliness of all policy documentation
Ensure compliance to established policies and procedures
Ensure prompt responses to all client inquiries
Utilize digital broker management system and company portals as required
Support your service team member as necessary
EXPERIENCE AND QUALIFICATIONS:
High School Diploma or GED
Microsoft Office 365
Windows Operating System
Strong computer skills or ability to learn and navigate computer programs
Verbal and written communication skills
Professional, enthusiastic, and personable
Adaptable and able to acquire new skills on an ongoing basis
Proactive and self-motivated with the ability to prioritize multiple tasks
Ability to work well individually and as part of a team
Exceptional customer relationship management skills
Broker’s License is considered an asset
Customer service experience is considered an asset
SALARY AND BENEFITS:
Salary plus bonus based on sales and retention
Bi-weekly pay structure
Internal rewards program
Employee benefit program
Training opportunities
Strong management support
Familial atmosphere and happy team environment
Flexible hours to accommodate work, life and family balance
Social functions spanning all 5 Nicol Insurance offices
What you might want to know about us: “We’re That Local” means we, the team members of Nicol Insurance, live and work in the communities we serve. Our clients regard us like family or friends, because we are right there with them as neighbours. We are a professional organization of over 50 members, spread across seven locations in Southwestern Ontario, dedicated to providing insurance solutions at competitive pricing. Our goal is to provide a personalized and exceptional client-driven experience with every interaction. There are no call centres at Nicol Insurance. When a client calls, they speak directly with a member of their dedicated broker team. This is the promise we make as a local insurance broker. At all times, we strive to build a warm, personal workspace with a strong focus on a balanced work/life. We support those that help us succeed in creating stability and trust with every decision made. We are committed to fair and equitable recruiting practices. Persons with disabilities are encouraged to come forward at any stage of the recruitment process to request accommodations if needed. We will consult with you and create processes that provide individuals with disabilities the best possible recruitment experience. #NIAEK
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