Office Assistant(Aa Property Management)

2 weeks ago

Richmond, Canada HelloButler Full time

_**Key words**:_
- Residential line agent (Home & ICBC Autoplan)
- Walk-in Sales independently Experienced at least 1-3 years.
- Familiar with Applied Epic & evaluation software etc.
- Licenced Level 1 or Level 2
- Fluent English, Cantonese & Mandarin will be an asset.
- Annual Income: 40K-60K
- Full time with sound benefits
- Weekend available is preferred.
- **Key Responsibilities**:_
- **Sells and Assists**_
- Renews HB Insurance policies by reviewing current coverages and making recommendations; where required and with the appropriate qualifications, renews insurance products and services
- Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
- Deepens customer relationships through excellence in customer service including, informing clients of value and opportunities to save
- Collaborates with HBIS and other supplier’s Underwriters
- Meets all prescribed sales, business-building and retention targets, HBIS Clients experience goals, best practices, standards and Underwriting guidelines

Creates Referrals for Cross-selling HB Products and Services to New and Renewing Clients
- Creates referrals for cross-selling HB insurance products and other products & Services
- Creates and follows up on future business leads and upcoming renewals

**Manages Customer Accounts and Concerns**
- Updates Customer information and insurance policy details in applicable systems
- Processes Insurance endorsements and cancellations; where required, process endorsements and cancellations for additional products and services
- Issues new business and renewal transactions
- Resolves customer concerns by following HB best practice resolution standards and meeting HB satisfaction goals

**Processes and Manages Customer Documents**
- Processes payments and follow up on outstanding payments
- Issues new, renew and makes changes to customers
- Issues new and renewal Insurance policies, cancellations, and endorsements; where required, issue new, renewal, endorsements and cancellations for HB products and services
- Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness

**Acquires and Maintains Industry, Product and Systems Knowledge**
- Maintains a working knowledge of all HBIS Insurance manuals, best practices, standards, policies and systems
- Attends required HBIS and industry training courses
- Keeps up-to-date with industry knowledge and competitors’ product offerings
- Maintains annual Insurance licensing requirements

**Other Duties: as Assigned**
- Handling different call types as required
- Delivery
- On-site Survey/Visit
- Marketing/Sales opportunities
- Others as assigned
- **Relationships**_:_
- Reports to: VP
- External: Clients, Insurance Council of BC, Insurance Brokers Association of BC (IBABC), HBIS-approved suppliers and community business associates
- **Qualifications**:_

**Minimum Qualifications**
- Available to start work immediately
- Completion of Grade 12 or equivalent
- Minimum 2 years experience in a Sales and Service environment
- Level 1 Insurance license (or willing to obtain within 1 month)
- As required, completion of training for Insurance Services and Products
- Demonstrated sales productivity and customer service skills
- Demonstrated multi-tasking skills and proven ability to prioritize activities
- Strong interpersonal communication skills
- Ability to work within a fast-paced team environment and maintain a high level of professionalism
- Proven judgment and decision-making abilities. Must be able to consider the costs and benefits of potential products in order to make appropriate recommendations
- Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Ability to meet prescribed sales, business-building, retention and customer satisfaction targets and objectives
- Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)

**Preferred Qualifications**
- Experience/ Completion of related General Insurance related training
- Knowledge of applicable HBIS and ICBC systems
- Limited history of Errors & Omissions and in good standing with the Insurance Council of BC
- Ability to speak alternate languages that would support particular market demographics
- Have a valid Class 5 Driver License (No N/L) with a clean driver abstract (Driving Record)

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

Pay: From $3,500.00 per month

Schedule:

- Monday to Friday

Supplemental pay types:

- Overtime pay

Ability to commute/relocate:

- Richmond, BC: reliably commute or plan to relocate before starting work (required)

Work Location: One location

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