Client Relations Specialist

4 weeks ago


Burlington, Ontario, Canada Avelar Insurance & Financial Services Inc Full time

Are you seeking a rewarding career that recognizes your efforts and successes? If you thrive in a dynamic environment and enjoy engaging with diverse individuals, we invite you to explore an exciting opportunity with Avelar Insurance & Financial Services Inc.

We take pride in being the trusted advisors for our clients, offering professional and timely guidance on insurance solutions. Our commitment to high customer satisfaction and retention sets us apart in the industry, and we are looking for motivated individuals to join our dedicated team.

Key Responsibilities:

  • Initiate personalized communication with potential and existing clients through various channels.
  • Provide education and insights on insurance products while ensuring compliance with company policies.
  • Engage in discussions to identify specific insurance needs and present tailored solutions.
  • Collaborate with team members to service current clients and manage policy modifications.
  • Conduct follow-ups to ensure client satisfaction and address outstanding inquiries.
  • Identify opportunities for additional products among existing clients.
  • Reach out to previous clients for re-evaluation of their insurance needs.
  • Generate new leads and referrals through proactive outreach.

Essential Qualifications:

  • Exceptional communication skills and a friendly demeanor.
  • Ability to multitask and manage time efficiently.
  • Understanding of underwriting guidelines and procedures tailored to client profiles.
  • Proven ability to build rapport and trust with clients.
  • Deliver outstanding customer service in a prompt and friendly manner.

Preferred Experience:

  • Prior sales experience in any sector.
  • Experience in insurance sales or service is advantageous.
  • Possession of a Property and Casualty license is preferred.
  • Fluency in English is required; Spanish proficiency is a plus.
  • LLQP license is considered an asset.

This position is with an independent contractor agent affiliated with Avelar Insurance & Financial Services Inc. The agent is responsible for all employment decisions regarding their staff.



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