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Insurance Professional
4 weeks ago
Markham, Ontario, Canada Cheryl Moulton Insurance Agency Full timeInsurance Advisor Job DescriptionWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team at Cheryl Moulton Insurance Agency. As an Insurance Advisor, you will play a key role in helping our clients achieve their insurance goals and build strong relationships with our customers.Responsibilities:Establish and maintain...
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Insurance Professional
4 weeks ago
Markham, Ontario, Canada Cheryl Moulton Insurance Agency Full timeInsurance Advisor Job DescriptionWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team at Cheryl Moulton Insurance Agency. As an Insurance Advisor, you will play a key role in helping our clients achieve their insurance goals and build strong relationships with our customers.Responsibilities:Establish and maintain...
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Insurance Professional
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Insurance Professional
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Insurance Professional
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Markham, Ontario, Canada Cheryl Moulton Insurance Agency Full timeInsurance Advisor Job DescriptionWe are seeking a motivated and customer-focused individual to join our team at Cheryl Moulton Insurance Agency as an Insurance Advisor. As an Insurance Advisor, you will be responsible for establishing personalized telephone contact with clients, creating a climate of trust conducive to the sale of life insurance policies,...
Insurance Sales Professional
2 months ago
Manage phone queue metrics with your team to ensure optimal availability for customers.
Utilize CRM software to manage pipeline and quote metrics.
Contact new business leads within service level standards.
Follow up on warm web leads with phone calls.
Provide exceptional customer experience through phone and email interactions.
Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
Offer insurance consultation by recommending appropriate coverage.
Collaborate with Highcourt Partners Client Service Advisors when troubleshooting files.
Embrace Highcourt Partners workflows and KPIs.
Stay current on carrier underwriting, marketplace trends, and continuous education.
Participate in on-site marketing events.
","WHAT YOU\u0027LL NEED:
Post-Secondary Education
Experience with TAM and EPIC is an asset.
Prior customer experience training is an asset.
R.I.B. Ontario licensed is mandatory.
Over 1-year personal lines experience in sales or service.
Strong organizational and time management skills.
Ability to multitask using digital procedures and technology.
Proficient in Microsoft Office - Outlook, Word, and Excel.
Advanced written and verbal skills to manage high customer expectations and resolve conflicts.
Ability to identify challenges and overcome them through problem solving and teamwork.
Take on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
","WHAT WE OFFER:
Base salary + incentive opportunities.
Excellent growth and advancement opportunities.
Generous benefits package: health, dental, vision, etc.
Employee Stock Purchase Plan
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
"}