Insurance Sales Representative

3 weeks ago


Medicine Hat, Alberta, Canada Western Coast Insurance Services Full time
Job Summary

As a key member of our team, the Account Executive will play a crucial role in managing a book of business, ensuring customers have the necessary insurance coverage. This is a remote work opportunity that requires strong sales and customer service skills.

Key Responsibilities
  • Support new and existing customers by offering recommendations for 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 when talking to public 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
  • General Insurance Level 2 License required
  • Experience providing excellent customer service
  • The ability to communicate professionally in person, over the phone, and through email
  • Experience managing a book of business or relatable work experience
  • A desire to learn our systems and processes
  • Strong problem-solving skills and the ability to adapt in the face of adversity
  • Passionate about helping people, self-driven, and determined to succeed
What We Offer

We take pride in providing programs that add value to our people's lives. Eligible employees receive 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.



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