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Personal Insurance Sales Consultant

3 months ago

Edmonton, Alberta, Canada Orbit Insurance Services Full time

Company Overview

About Us

At Orbit Insurance Services, we understand the importance of having someone you can rely on during crucial moments. Our mission is clear: to provide exceptional support and service to our clients.

We believe that when employees feel appreciated and included, they are empowered to deliver their best work. This philosophy drives us to create a workplace where everyone contributes to our vision of delivering meaningful insurance solutions.

Role Overview

Your Responsibilities:

As a key member of our team, reporting to the Sales & Service Assistant Manager, your primary responsibilities will include:

  • Assessing client needs to enhance existing offerings, which involves developing outreach strategies, introducing innovative products, and providing quotes for personal insurance.
  • Engaging with potential clients by establishing connections, responding to inquiries, following up on leads, and re-evaluating previous quotes.
  • Creating a supportive atmosphere that encourages new sales and retains current clients.
  • Collaborating with team members and working independently to drive overall business enhancements.
  • Taking ownership of customer inquiries and ensuring a seamless experience.
  • Processing account modifications accurately, maintaining thorough client records, and preparing necessary documentation.
  • Addressing complex insurance issues creatively and utilizing all available resources for resolution.
  • Keeping an updated TAM database and ensuring timely follow-ups on client communications.
  • Maintaining precise logs of quotes, sales, and other metrics for monthly reporting.
  • Staying informed about company underwriting policies and market changes.
  • Performing additional duties as required.
Candidate Profile

What We’re Looking For:

The ideal candidate will possess the following qualifications:

  • A valid RIBO license.
  • Additional national licensing is a plus.
  • 1 to 3 years of experience in personal lines, automobile, and property insurance.
  • Outstanding communication skills with the ability to engage effectively with diverse stakeholders.
  • Strong problem-solving abilities and a positive approach to customer service.
  • Excellent organizational skills to manage multiple priorities.
  • Proficient in Microsoft Office Suite, with preference for candidates familiar with Epic, Salesforce, and company portals.

We Value Potential: If you believe you have the skills to excel in this role, even if your experience doesn't align perfectly with the qualifications listed, we encourage you to share your story with us.

Benefits and Perks

What We Offer:

We provide a comprehensive benefits package designed to support your success both at work and in your personal life. Here are some highlights:

  • Competitive salary and performance bonuses that recognize your hard work.
  • Comprehensive group benefits with full premium coverage starting from day one.
  • A defined benefit pension plan for a secure retirement.
  • Full coverage for approved continuing education and licensing fees.
  • Access to extensive learning resources, including professional development opportunities.
  • Flexible work-from-home and hybrid arrangements.
  • Opportunities for career advancement.

Let’s Connect: If this opportunity resonates with you, we encourage you to submit your application online.

Orbit Insurance Services is committed to fostering an inclusive workplace where all individuals are treated with respect. We strive to eliminate barriers in our recruitment process and provide accommodations for candidates with disabilities.

As a company, we prioritize what matters most to our clients. As an employer, we value what matters most to our employees. Together, we aim to cultivate a diverse and inclusive environment that celebrates our unique differences.

We are an equal opportunity employer and welcome applications from all qualified candidates. Thank you for your interest; only those selected for an interview will be contacted.


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