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Customer Service Insurance Representative
2 months ago
About the Role:
The Customer Service Insurance Representative supports Interior Savings' vision by developing valuable long-term relationships with clients, proactively determining and filling their insurance needs, and providing them with sound advice and high-quality, tailored insurance solutions to meet their needs.
Key Responsibilities:
- Maintain personal lines business, proactively sell and service personal and Autoplan products.
- Process client renewals, handle potential problem renewals, solicit, maintain, and follow up on expiring client policies for cross-selling and account development purposes, and inform clients of upgrades on products and services.
- Proactively manage client relationships; pursue internal opportunities, referrals, and external business growth opportunities.
- Foster business development through service excellence and product knowledge.
- Actively solicit referrals to commercial lines representatives, wealth management specialists, and credit union sales staff; cross-sell all agency and credit union products to insurance clients. Referrals of more complex insurance requests to the Branch Manager or designate.
- Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment, and surroundings to meet safety, legal, and procedural requirements.
- Develop and maintain a strong image within the community.
- Maintain a professional standard of conduct at all times while promoting a positive image of the Insurance Agency and its affiliates.
- Other duties as assigned; assist other staff as required.
About Your Qualifications:
To be successful in this role, you will have:
- Good comprehension of all personal and Autoplan insurance products and services.
- Job-related experience in an insurance agency selling personal lines.
- Fundamentals of Insurance required.
- Canadian Accredited Insurance Broker Level 1 required.
- Canadian Accredited Insurance Broker Level 3 preferred.
- Canadian Accredited Insurance Broker Level 2 preferred.
About What We Offer:
- Favorable vacation benefits - paid time off to recharge
- Attractive extended health care, dental coverage, and disability coverage.
- Employee Assistance Programs.
- Employer-paid training/education and opportunity for advancement.
- Employer-sponsored RRSP contributions.
- Special banking perks, including mortgage and lending perks.
- Quarterly bonus based on performance in addition to salary.
- Work-life balance - 35.5 hours per week.
The salary range for this position is $41,959.58 to $60,678.02, and the starting salary will be based on related education, licensing, training, and experience. This position will work 35.5 hours per week.
