Insurance Broker Sales Expert

5 days ago

Nanaimo, Canada Waypoint Full time
About the Role

As an Insurance Broker Sales Expert at Waypoint, you will play a vital part in driving revenue growth by achieving annual sales targets through effective customer management and service strategies.

Key Responsibilities:
  • Achieve a minimum revenue target of $150,000 annually through excellent customer management and sales techniques.
  • Develop a comprehensive understanding of the insurance market landscape, staying ahead of industry trends and product offerings.
  • Analyze risk factors associated with various insurance policies, particularly in areas such as tenant, homeowner, annual travel, owner-occupied RV, and special event policies.
  • Maintain high retention rates while adhering to Waypoint's standards and underwriting guidelines.
  • Manage and maintain a portfolio of customers, ensuring all policies in-force counts meet or exceed designated targets.
Customer Experience:
  • Renew policies by thoroughly reviewing current coverages and providing tailored recommendations based on individual customer needs.
  • Conduct comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions.
  • Maintain accurate customer information and insurance policy details within relevant systems.
  • Process endorsements, cancellations, and adjustments for insurance policies and additional products/services.
  • Utilize active listening and investigative skills to resolve potential challenges with policy renewals.
  • Identify customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection.
  • Issue renewal documents, endorsements, and cancellations for insurance policies and additional products/services.
  • Manage payment processing and follow up on outstanding payments.
  • Maintain stringent processing standards, ensuring data accuracy, confidentiality, and timeliness.
  • Develop and sustain a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems.
  • Handle non-complex customer requests efficiently, such as issuing policy copies, providing receipts for payments, and processing payment-related inquiries.
  • Provide exceptional customer service to both internal and external stakeholders, addressing inquiries, resolving issues, and offering tailored insurance solutions.
Operational Excellence:
  • Collaborate effectively with other departments and external stakeholders, including underwriting partners, notaries, and lawyers.
  • Assist team members with administrative tasks, such as binder management, updating client information, premium finance changes, and managing the centralized mailbox.
  • Pursue ongoing training and skill development, ensuring continuous improvement in insurance knowledge and brokerage operations.
  • Support departmental projects to ensure efficiencies.
Requirements:
  • Minimum 1 year of Auto Insurance experience.
  • Excellent verbal and written communication abilities, with a knack for asking open-ended questions to gather comprehensive risk information from customers.
  • Proficiency in navigating insurance policy manuals and wordings to accurately assess coverage and risk factors.
  • Strong analytical skills with the ability to solve problems, make informed decisions, and de-escalate situations effectively.
  • Detail-oriented and observant nature for conducting policy reviews and identifying necessary updates.
  • Proven ability to work independently, take initiative, and continuously seek opportunities for personal and professional growth.
  • Adept at building and maintaining positive relationships with customers, colleagues, and external partners.
  • Familiarity with administrative tasks in a brokerage setting, including binder management, application processing, and customer communication.
  • Ability to efficiently manage multiple tasks and prioritize workload to ensure timely completion of responsibilities.
  • Proficiency in using insurance management software such as EPIC and Microsoft Office Suite.
About Us

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize human differences and similarities, valuing the diversity of people and encouraging women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons.

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