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Little Current, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Associate. In this role, you will be responsible for delivering exceptional customer service and contributing to the overall success of our branch.Key Responsibilities:Provide exceptional customer service to all customers, responding to...
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Customer Experience Associate
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Little Current, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Provide exceptional customer service and support to...
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Customer Experience Associate
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Little Current, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Provide exceptional customer service and support to...
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Little Current, Ontario, Canada TD Bank Full timeJob Summary:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Experience Associate. In this role, you will be responsible for providing exceptional customer service and support to our clients, ensuring that their needs are met and exceeded.Key Responsibilities:Provide exceptional customer service and support to...
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Little Current, Ontario, Canada BrokerLink Full timeAbout BrokerLinkAt BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment for all team members.Job SummaryWe're seeking a skilled Personal Insurance Advisor to join our team at our Little Current branch...
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Little Current, Ontario, Canada BrokerLink Full timeAbout BrokerLinkAt BrokerLink, we're committed to living our values of integrity, respect, customer-driven mindset, excellence, and generosity. Our diversity and inclusion efforts ensure a respectful and inclusive work environment for all team members.Job SummaryWe're seeking a skilled Personal Insurance Advisor to join our team at our Little Current branch...
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Customer Service Representative
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Customer Service Representative
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Customer Experience Associate
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Customer Service Representative
2 months ago
About BrokerLink
BrokerLink is a leading insurance brokerage firm that values integrity, respect, and customer-driven service. We strive for excellence and treat others with generosity, creating a diverse and inclusive work environment.
Our Culture
We're looking for like-minded individuals who provide exceptional customer service, carry themselves with professionalism, and are committed to growth and development. Our team members are our most valuable assets, and we offer opportunities to grow and succeed.
The Role
We're seeking a Personal Insurance Advisor to join our team and work out of our Little Current Branch on a permanent basis. As a Personal Insurance Advisor, you will:
- Service ongoing client needs, advise on insurance matters, conduct needs assessments, recommend solutions, answer inquiries, conduct care calls, and process renewals.
- Sell new policies/write new business to existing or new clients, retain existing book of business.
- Quote new business through outbound call initiatives, introductory letters, and receive walk-in clients.
- Contact Underwriters and Adjusters to discuss guidelines and policy.
- Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes, and review renewals.
- Keep current on underwriting rules and workflow processes.
- Actively participate in training initiatives.
- Participate in community marketing initiatives.
- Process Account Receivable activities.
- Provide guidance and assistance as requested.
Requirements
The successful candidate will have:
- High School and/or Post-Secondary Education.
- Previous Insurance experience preferred but not required.
- RIBO License preferred.
- Exposure to Epic is an asset.
- Strong customer focus.
- Demonstrated ability to handle multiple priorities successfully.
- Strong analytical and organizational skills.
- Excellent verbal and written communication skills.
- Ability to pass a criminal background check and credit check.