Insurance Service Representative

3 weeks ago

Woodbridge, Canada Concepts (GTA) Inc. Full time

**Position Overview**:
A successful Insurance Company is seeking a qualified professional to join their winning team for the role of Insurance Service Representative. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter with strong interpersonal skills and can work well in a fast-paced environment, this is your opportunity for a rewarding career with growth potential.

**Responsibilities**:

- Answering phone calls, scheduling appointments, identifying customer needs, and marketing other appropriate products and services to our customers
- Provide prompt, accurate, and friendly customer service, including but not limited to: responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Responsible for ordering supplies, keeping minutes of weekly meetings, checking incoming and outgoing mail
- Work with the agent’s computer system to update information in the customer database used by the agent
- Completing changes with a high degree of accuracy
- Responsible for daily bank reconciliation and deposits
- Contact prospects and current policyholders for sales appointments
- Occasionally quote and sell property and casualty insurance
- Meet customer service goals and assist with marketing goals as directed by the agent
- Complete and close bank deposits and other administrative tasks outlined in the Daily Checklist
- Perform other related duties as assigned by the agent
- The role may require Team Members to participate in the local community and networking events

**Skills & Requirements**:

- Must hold a Property & Casualty license (OTL license)
- Excellent interpersonal and communication skills - written, verbal, and listening
- Evaluating alternative sources of action and their likely outcomes and selecting the best alternative
- Ability to pay close attention to detail and accuracy
- Ability to create and maintain business relationships with prospects and policyholders. Proven track record of being punctual, trustworthy, dependable, and always acting ethically
- Ability to organize and act on several activities concurrently
- Ability to multi-task and work well under pressure
- Knowledge of computer systems/software required, including Microsoft Office experience, an asset
- Car with a valid G License

**Compensation/Benefits**:

- Annual bonus
- Commission
- Competitive, flexible health/dental benefits plan
- Paid vacation in the first year
- Base Salary 45K-50K

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