Insurance Advisor

3 weeks ago

Penticton, Canada Maxxam Insurance Services Full time

We at Maxxam Insurance are looking for an Insurance Broker that is a motivated team-player to join our office staff and road team

**Responsibilities**:

- Provide insurance quotes and sell new policies to clientele.
- Swiftly manage walk-in traffic transactions and inquiries.
- Follow-up on all client accounts to resolve outstanding activities.
- Remain up-to-date on product knowledge and systematic changes.
- Be proactive with individual filing tasks and organization.
- Generate leads by referral or community input.
- Provide timely renewal calls for existing customer business.
- Provide Dealership road service, if applicable.
- Motivated to achieve goals.
- Experience in Customer Service.
- Well versed in computer programs / technology.
- Handling client retention with ease.
- Has strong communication skills.

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

**Benefits**:

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

Schedule:

- 10 hour shift
- 8 hour shift

Supplemental pay types:

- Commission pay
- Overtime pay

**Experience**:

- Customer Service: 2 years (preferred)

Licence/Certification:

- Fundamentals of Insurance or CAIB 1,2,3,4 License? (preferred)

Work Location: One location

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