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Insurance Account Representative Trainee

3 months ago

Calgary, Alberta, Canada Jeff Cooke Insurance Agency Full time

Insurance Account Representative Trainee - Client Satisfaction (Service Team)
Are you ready for an awesome next step in your career?
Do you thrive on providing exceptional service in an enthusiastic way?
Do you wish to expand your knowledge and work in the exciting Insurance and Financial Services field?
Can you obtain your AIC General Level 1 Insurance License in short order?
Do you want a steady, full time schedule that is Monday to Friday from 8:30 to 5:30 where most days you are able to leave at 5?
Do you find that a great work culture focused on Teamwork, best practices and continuous and constant improvement motivating?
Would you like a stable career with a solid income and great benefits?
Then this is the opportunity for you

Main responsibilities
Able to provide "wow factor" service to our clients so they wish to have all their insurance needs met by us
Be an expert on client follow up and follow through
Explain coverages
Complete policy changes
Follow up for policy information
Review renewals with clients
View insurance needs in a "holistic" manner and offer appointments to clients for all lines of insurance
Delight and retain clients
Be so helpful that clients refer friends and family

Qualifications
General Level 1 Insurance Agent License

  • 3 years or more of experience in providing exceptional customer service
Passionate about delighting clients with exceptional service
Extremely coach-able, a quick learner and love ongoing training

Benefits$52,500.00 per year base salary with performance increases in the first year and annual increases thereafter
Opportunity to earn $12,000 per year in bonus income based on completion of input activities with clients (not policy sales or commissions)
Fitness Club gym membership
Health and Dental Benefits
Group RRSP with matching
4 weeks paid vacation

Must have a vehicle to commute to each of our offices on a rotational basis

North:
Ave NE, Suite 201, Calgary, AB, T2E 7T8
South: 90 Cranleigh Dr SE, Unit 7, Calgary, AB, T3M 1J7