Personal Insurance Sales Consultant

4 weeks ago

Edmonton, Alberta, Canada Orbit Insurance Services Full time

Company Overview

About Us

At Orbit Insurance Services, we understand the importance of having a reliable partner in times of need. Our mission is to provide exceptional support and service to our clients, ensuring they feel valued and understood.

We believe that when employees are appreciated and included, they are motivated to deliver their best work. This philosophy drives us to create an environment where everyone can thrive as we redefine the standards of benefits support and service.

Role Overview

Your Responsibilities:

As a Personal Lines Sales Broker, reporting to the Sales & Service Assistant Manager, your primary responsibilities will include:

  • Assessing client needs to enhance existing offerings, which involves creating outreach strategies, introducing innovative products, and providing quotes for personal insurance solutions.
  • Generating sales by establishing connections and nurturing relationships with potential clients, responding to inquiries, following up on previous communications, and engaging with leads.
  • Fostering a trustworthy atmosphere that encourages new sales and the retention of current clients.
  • Contributing both collaboratively and independently to enhance overall business performance.
  • Taking ownership of customer inquiries and ensuring a seamless experience for clients.
  • Processing account modifications accurately, maintaining thorough customer records, drafting correspondence, and ensuring follow-up documentation is complete.
  • Addressing complex insurance inquiries by leveraging all available resources until resolution is achieved.
  • Keeping an updated client management system and promptly addressing all client communications.
  • Maintaining detailed logs of quotes, sales, workdays, and other metrics for monthly reporting.
  • Staying informed about company underwriting standards and market changes.
  • Performing additional duties as necessary.
Candidate Profile

What We Are 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, including automobile and property insurance.
  • Outstanding communication skills with the ability to engage effectively with various stakeholders.
  • Strong problem-solving abilities and a positive approach to customer service.
  • Excellent organizational and time management 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 perfectly align with the qualifications listed, we encourage you to share your story with us.

Additional Benefits

What We Offer:

We provide a comprehensive benefits package designed to support your success both professionally and personally. Here are some of the advantages of working with us:

  • Competitive salary and performance bonuses that recognize your commitment.
  • Comprehensive group benefits with full premium coverage from day one.
  • A defined benefit pension plan to ensure a secure retirement.
  • Full coverage for approved continuing education and licensing costs.
  • Access to extensive learning resources, including professional development opportunities.
  • Flexible work arrangements, including remote and hybrid options.
  • 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 and accessible workplace where everyone is treated with respect. We strive to remove barriers in our recruitment process and provide accommodations for individuals with disabilities.

As a responsible employer, we prioritize what matters most to our clients and our team. We are dedicated to promoting a diverse and equitable environment, celebrating the unique qualities that each individual brings to our organization.

We are an equal opportunity employer and welcome applications from all qualified candidates. Thank you for considering a career with us; only those selected for an interview will be contacted.


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