Insurance Professional

4 weeks ago

Canada Cheep Insurance Full time
{"

At Cheep Insurance, we're on a mission to simplify the insurance experience and help clients find the best price out there – quickly & easily.

We're a team of energetic, intelligent, and results-focused individuals who work from the comfort of our homes every day. We're looking for someone with exceptional customer service skills to help us service our growing book of business.

In this role, you'll have the opportunity to work with a small group of talented team members in a fun work atmosphere where technology is revered.

Key Responsibilities:

  • Provide excellent customer service via phone or email.
  • Support retention goals by shopping policies and saving clients during cancellation inquiries.
  • Increase Cheep Insurance's online presence and positive Google reviews.
  • Ensure all necessary software is functioning for the duration of shifts and report issues.
  • Regularly review and update client files for accuracy.
  • Respond promptly to emails and voicemails, notifying the service manager if delays occur.
  • Check and action all email folders daily, including personal and shared ones.
  • Prioritize and address personal and team activities daily.
  • Help increase policies per client by cross-selling and upselling.
  • Attend monthly 1:1 coaching sessions and engage in team discussions.

Requirements:

  • 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.

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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