Client Executive, Signature Insurance

2 weeks ago


Victoria, British Columbia, Canada Megson FitzPatrick Insurance Full time

Client Executive, Signature Insurance

  • We staff and hire the very best. People who are professional, experienced, and genuinely focused on exceeding the needs of our customers. We have a lot of fun and we are committed to being an employer of choice by providing a comprehensive benefit and pension program, a generous time off and education policy including your birthday off and all sorts of great staff celebrations throughout the year. Not to mention our annual 'Dream' program that awards four lucky team members with up to $10,000 towards their dream, whatever it may be _
  • We also happen to sell to work with us?_

Main Responsibilities:

  • Provide excellent customer service to an existing book of business;
  • Write new business;
  • Participate in upsell and crosssell initiatives;
  • Day to day client servicing;
  • All other duties as directed by management.

Location and Status:

Temporary Mat Leave Coverage, 12 Months (37.5 hrs/week)

Hours:
Monday - Friday, 8:30am - 5pm

Qualifications:

  • Level 2 Insurance License preferred;
  • 35 Years previous Personal Insurance experience is required;
  • Working towards CAIB or CIP designation considered an asset;
  • Competitive by nature and career driven;
  • A strong business acumen; postsecondary business courses considered an asset;
  • Has demonstrated excellent customer service skills in previous positions;
  • Indepth knowledge of personal insurance products;
  • Excellent technical and computer skills.

Values & Competencies:

  • High degree of professionalism and integrity;
  • A strong business acumen;
  • Exceptional interpersonal skills;
  • Good judgement and decisionmaking skills;
  • Works well within a team and independently;
  • Excellent written and verbal communication skills;
  • Flexible and adaptable with proven problemsolving skills;
  • Demonstrates initiative, selfmanagement and a desire to learn and grow.
  • Megson FitzPatrick Insurance Services is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._
  • Please be advised Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. Megson FitzPatrick Insurance Services., as part of the Rogers Insurance Group of Companies, will also transition to become Acera Insurance. Over the next few months you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._

Job Types:
Full-time, Temporary

Contract length: 12 months

Experience:

- personal insurance: 3 years (preferred)

Licence/Certification:

  • Level 2 License preferred (preferred)
  • CAIB/CIP (preferred)

Work Location:
In person

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