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Insurance Broker

2 months ago

Canada Alteri Full time
{"Job Title: Insurance Broker - Client Solutions Specialist

Job Summary: We are seeking a highly skilled Insurance Broker to join our team at Alteri Insurance. As a Client Solutions Specialist, you will be responsible for providing personalized insurance solutions to our valued clients, ensuring their peace of mind and financial protection.

Key Responsibilities:

* Build and maintain strong relationships with clients by understanding their insurance needs and providing exceptional customer service.
* Conduct thorough assessments of client's insurance requirements, analyze their existing coverage, and recommend appropriate insurance solutions to address their unique needs.
* Handle policy endorsements, renewals, and policy adjustments promptly and accurately, ensuring compliance with insurance regulations and company guidelines.
* Assist clients in the claims process, acting as a reliable point of contact and guiding them through the necessary steps to ensure a seamless claims experience.
* Stay up-to-date with the latest insurance products, industry trends, and regulatory changes to effectively educate and advise clients on available coverage options.
* Identify opportunities to upsell or cross-sell additional insurance products that align with the client's needs, increasing customer satisfaction and company revenue.
* Maintain accurate and organized client files, ensuring all interactions and transactions are properly documented in compliance with company policies and procedures.

Requirements:

* Postsecondary education and/or equivalent on-the-job experience.
* 2+ years' experience in the insurance industry, with a focus on personal lines insurance.
* Must have your General Insurance License Level 2 (or higher) in British Columbia. An equivalent Alberta license is also preferred.
* Strong understanding of insurance products, regulations, and best practices.
* Exceptional customer service skills with a genuine passion for helping others and providing personalized insurance solutions tailored to our clients.
* Excellent verbal and written communication skills.
* Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment.
* A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture.
* Proficiency with computer applications including EPIC (Broker Management System).

About Alteri Insurance:

At Alteri Insurance, we are committed to cultivating a workforce that is diverse and inclusive, with an unwavering commitment to creating an open, equitable, and respectful workplace for all. We are deeply dedicated to fostering an environment where every individual is genuinely respected, included, and empowered to contribute their unique perspectives and talents.

We encourage submissions from candidates who represent the various dimensions of diversity. We are committed to providing barrier-free and accessible employment practices.

Alteri Insurance is an equal-opportunity employer and provides accommodations upon request to ensure all candidates feel comfortable and supported throughout the selection process.

Why Work at Alteri Insurance?

* We offer a fast-paced, dynamic work environment where you can thrive.
* We are committed to providing a best-in-class experience for our customers.
* We are dedicated to building a forward-thinking company that values innovation, customer-centricity, and employee growth.
* We offer opportunities for professional development and growth.
* We are a Top 3 Insurance Agency in Vancouver and Top 10 in Canada, committed to providing a personalized touch to our clients.

How to Apply:

If you are a motivated and customer-focused individual who is passionate about providing exceptional insurance solutions, please submit your application. We look forward to hearing from you