Insurance Sales Professional

4 weeks ago


Lacombe, Alberta, Canada BrokerLink Full time
We are seeking a highly motivated and customer-focused Insurance Sales Professional to join our Personal Insurance team in Lacombe, AB. As a key member of our team, you will be responsible for providing exceptional customer service, advising clients on insurance matters, and selling new policies to existing and new clients.

Responsibilities:

* 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 receiving walk-in clients
* Contact Underwriters and Adjusters to discuss guidelines and policy
* Prepare documentation for insurers, completing 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

Requirements:

* High School and/or Post-Secondary Education
* Minimum of 2-5 years sales experience (previous insurance sales experience preferred but not required)
* Level 1 General license or willing to obtain
* 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

If you are a motivated and customer-focused individual who is passionate about providing exceptional customer service and selling insurance products, we encourage you to apply for this exciting opportunity.

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