Insurance Sales and Service Representative

3 weeks ago


Athabasca, Canada InsureTalent Staffing Full time

We are seeking a highly skilled Benefits Representative to join our team at InsureTalent Staffing. As a Benefits Representative, you will play a crucial role in managing growing client needs and providing new and existing clients with the best products and services available.

Estimated Salary: $45,000 - $60,000 per year

This is an excellent opportunity for career mobility to mid and upper-level management. You will be working from home over the phone, using tools like Zoom video chats, and collaborating with a talented team of professionals.

Responsibilities:
  • Client Communication: Build trust with customer accounts through open and interactive communication, ensuring seamless interactions and resolving any issues promptly.
  • Scheduling and Meetings: Schedule and attend virtual meetings using Zoom and other platforms, effectively communicating product roadmaps and delivering customer renewals.
  • Risk Mitigation and Up-Selling: Monitor, identify, and mitigate account-level risks and up-sell opportunities, aligning product and customer roadmaps for maximum impact.
  • Customer Onboarding: Present different benefits programs to families, enroll new clients, and open new accounts, ensuring a smooth onboarding process.
  • Prioritization and Relationship Building: Oversee and prioritize each customer in your portfolio, forming and growing solid relationships that drive long-term success.
Qualifications:
  • A Passion for Helping Others: Demonstrate a genuine passion for assisting individuals and families with their insurance needs.
  • Teamwork and Communication: Proven ability to work as a productive team member, showcasing excellent communication and interpersonal skills.
  • Self-Motivation and Multi-Tasking: Self-motivated and proficient in multi-tasking, with a strong focus on delivering results.
  • Technical Skills: Proficient with computers and Zoom (preferred but not required), demonstrating adaptability and a willingness to learn.
  • Relationship Building: Ability to form and grow solid relationships with client accounts, driving loyalty and retention.
  • Citizenship or Residency: Must be a US citizen or Canadian with work status, residency, or citizenship, ensuring compliance with relevant regulations.


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