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Client Care Specialist

3 months ago


Calgary, Canada Solomon Insurance Services LTD- Co-operators Full time

Summary:
The Client Care Specialist is a key player in the support and development of the agency operation primarily through the servicing and administration of Solomon Insurance Services personal lines products (auto and home insurance) and may provide some basic support for additional product lines. This is in office position and doesn't provide option to work remotely and should be able to work independently.

Roles and responsibilities:
Servicing and administration new and existing client accounts and help with profitable growth of personal lines insurance products

Advise and recommend coverages and policies that best meet client needs.

Prospect and cross sell by identifying and recommending additional products/services that benefit the client

Complete front line risk assessment and selection following underwriting guidelines

Support programs to build multi-client relationships

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.

May provide administrative support including ordering supplies, bank deposits, maintaining office records

Qualifications And Skills:
General Insurance License is required or must obtain within two (2) months

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses

One (1) year sales and service experience or related business experience is preferred

Knowledge or experience with selling techniques is preferred

Knowledge of auto and property insurance products is an asset

Skilled in communication (verbal and written), organization, time management, client service, decision making

Valid drivers license class 5 is required

Works Hours: Mon
- Fri. 9 AM- 5 PM ( weekends closed)

**Job Types**: Full-time, Permanent

**Salary**: From $42,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

Work Location: In person