Client Care Specialist
1 month ago
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
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