Insurance Advisor

1 week ago

Richmond Hill, Canada Brokerteam Insurance Solutions Inc. Full time

**Summary**: We are a growing company in an interesting and challenging segment of the insurance industry. We are always looking for talented individuals to join our Customer Service team. The primary function of this position is to act as the first point of contact for new and existing house accounts, providing professional support and quality service. The role will focus on client care activities such as explaining coverage/limits, reviewing policies, recommending products according to client’s needs, remarketing when warranted and developing accounts with retention and growth as major focal points.

**Primary Responsibilities**:

- Provide prompt, accurate, and professional customer service to new and existing clients
- Respond to customer inquiries and concerns, resolve customer complaints and escalate issues appropriately
- Manage existing clients in processing policy changes, coverage upgrades, risk control and renewal quotes
- Proactive servicing, reviews, remarketing, cross-selling and upselling of policies
- Develop leads, identify customers’ needs, and market appropriate products and services
- Process changes via EDI upload/download and insurer portals
- Maintain account activities and update client information.

**Personal & Organizational **Development**:

- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Demonstrate professionalism in all internal and external communications, projecting a positive image for the company.
- Demonstrate a positive and professional relationship with team members, clients, and professional contacts.

**Personal Attributes**:

- Strong sense of personal accountability, mature judgment, confidence, and flexibility. Ability to exercise independent discretion in accordance with established guidelines and procedures.
- Advanced verbal, written, and interpersonal communication skills to effectively communicate with all levels of employees and customers.
- Motivated to continually develop technical and soft skills.

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