Small Account Sales Representative

2 weeks ago


Calgary, Canada InsureLine Brokers (Platinum) Full time

Small Account Sales Representative

This role consists of a 24 month training and development program that will prepare the participant to become a licensed insurance sales professional. The focus of the training program will be driving new business primarily through brokerage referred accounts by reviewing, quoting, processing, selling, and servicing small account business at the brokerage.

Review, quote, process sell and service small account business at the brokerage, primarily through USLI:

- Establish themselves as the small accounts expert in the office through product knowledge, quoting and superior customer service.
- Active selling and servicing through the following activities:

- Create a lead list and make outbound sales calls in an effort to drum up new business.
- Have a consistent closing ratio of 25% or better.
- Communicate the coverages and selling points effectively in an effort to sell the quote as well as educate the value added services of the USLI Business Resource Center.
- Recognize and understand cross selling opportunities and be able to refer to other teammates if necessary.
- Perform support functions such as bind orders, payments, endorsements, remarketing and claims handling as necessary according to brokerage structure.

**Travel**:
**Education, Licensing & Other**:
College degree OR equivalent business experience preferred but not required.

Licensure/certification or commitment to obtain licensure/certification within 60 days in accordance with applicable laws.

Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast-paced environment.

Remain flexible under the pressure of a heavy workload and critical deadlines.

Open to coaching and continuous improvement

Pay: $45,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Vision care

Work Location: In person



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