
Insurance Agent Full Time
2 weeks ago
As Canada's largest automobile association, we are passionate about keeping our Members safe—whether they are on the road, at home, or travelling abroad. Life at CAA Club Group (CCG) is fast-paced, performance-driven, and rewarding. p>
Our Insurance Brokerage at CAA Club Group of companies offers a dynamic professional retail environment which strives to provide the ultimate customer experience. Our Brokers offer insurance advice and services to prospective and existing clients within their broker authority level while ensuring they provide exceptional customer experiences to contribute to the overall achievement of financial growth for the company through insurance sales and service activities.
Who We Are:
- Acts as a Senior onsite Broker to assist other Brokers and Supervisors as needed, supporting learning and growth for the team.
- Provides Property, Casualty, Travel Medical and Auto insurance services and professional insurance advice to existing customers and prospects through multiple forms of communication within broker authority level.
- Provides insurance advice, handles policy updates, and inputs changes into the insurance software while documenting them in the agency management system.
- Logs in to the customer assistance telephone queue and provides assistance regarding quotes, changes, amendments, and inquiries for new business and existing clients.
- Using proper questioning and sales techniques, provides property insurance quotations and applies all appropriate pre-qualification and underwriting guidelines while using evaluation software.
- Educates the client by explaining the difference in coverage along with special limitations provided by each Insurance provider and packages.
- Adheres to all legal insurance requirements, Insurance Act, and Insurance Code of Ethics.
- Meets the expectations of a Broker Audit and Quality Assurance program.
Who You Are:
- Post-secondary education in insurance or business-related field preferred.
- General Insurance License Level 2 or higher from the Insurance Council of Manitoba.
- Working knowledge of a broker management system, EPIC preferred, Microsoft Office applications.
- Minimum of 5 years of related or similar work experience within the insurance industry.
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with the Manitoba Human Rights Code and the Accessibility for Manitobans with Disabilities Act, 2013 (AMA). CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. As an organization, we are focused on Member safety, which includes the safety and well-being of our Associates.
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