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Customer Service Representative
2 months ago
About Western Coast Insurance Services
We are a leading insurance provider with over 220 locations across Canada, serving over 2,100 team members and thousands of customers. Our actions are guided by our core values of Truthfulness, Fairness, Value, and Loyalty.
Job Summary
We are seeking an experienced Account Executive to join our team. As an Account Executive, you will be responsible for managing a book of business and ensuring our customers have the right insurance coverage.
Key Responsibilities
- Support new and existing customers by offering recommendations for insurance products and services.
- Promote retention of existing customers by building strong relationships and providing quality customer service.
- Navigate multiple insurance partner online portals to complete customer applications.
- Quote new business through outbound calls and walk-in clients.
- Communicate with insurance company Underwriters to ensure evolving guidelines are met.
- Prospect and up-sell to clients on all lines of business sold.
- Liaise between client and external insurance partners to ensure fair and proper representation for both parties.
- Continuous self-development, through industry and community involvement, and industry-related courses.
Requirements
- RIBO License required.
- Experience providing excellent customer service.
- Ability to communicate professionally in person, over the phone, and through email.
- Experience managing a book of business or relatable work experience.
- Desire to learn new systems and processes.
- Strong problem-solving skills and the ability to adapt to different work environments.
- Passionate about helping people, self-driven, and determined to succeed.
What We Offer
We offer a competitive compensation package consisting of 3 weeks' vacation, 14 wellness days, company matching investment and savings programs, and 100% employer-paid group benefits, including a health care spending account.
About Our Culture
We are dedicated to building a diverse, inclusive, and authentic workplace in the communities we work and live in. If you have questions or require accommodation, please let us know.
