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Insurance Professional
2 months ago
Cheep Insurance is a pioneering online insurance brokerage that has been shaking up the industry since its launch in 2016. As a key player in Atlantic Canada's insurance market, we're seeking a skilled Insurance Advisor to join our team.
Key Responsibilities- Provide exceptional customer service via phone and email, ensuring a seamless experience for our clients.
- Support retention goals by proactively shopping policies and saving clients during cancellation inquiries.
- Contribute to increasing our online presence and positive Google reviews, solidifying our reputation as a trusted insurance provider.
- Ensure all necessary software is functioning during shifts and report any issues promptly.
- Regularly review and update client files for accuracy, maintaining the highest standards of data integrity.
- Respond promptly to emails and voicemails, notifying the service manager of any delays.
- Check and action all email folders daily, including personal and shared ones, to stay on top of client communications.
- Prioritize and address personal and team activities daily, ensuring a smooth workflow.
- Help increase policies per client by cross-selling and upselling, driving business growth.
- Attend monthly 1:1 coaching sessions and engage in team discussions to foster a culture of continuous improvement.
- Post-secondary education and/or equivalent on-the-job experience.
- Currently active insurance licenses in the Atlantic provinces or RIBO.
- Completed or working towards CAIB.
- In-depth understanding of our insurer partners' product offerings and processes.
- Excellent verbal and written communication skills.
- Proficiency with computer applications, including EPIC (Broker Management System), Applied Rating Services (ARS), and Microsoft Office.
- Ability to work in a high customer engagement environment.
- Ability to work individually as well as part of a team.
- Excellent email and phone etiquette.
Cheep employees work remotely but may occasionally visit our office in Nova Scotia. Our mission is to simplify the insurance experience and help clients find the best price quickly and easily. We invest in top technologies, continuously improve our workflows, and innovate to be the best we can every day. We prioritize both client and employee experiences to ensure everyone is happy.
We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices. Cheep Insurance is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.
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