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Insurance Advisor

2 months ago

Canada Cheep Insurance Full time

Cheep Insurance is not your traditional insurance brokerage. As Atlantic Canada’s first and only 100% online broker (a business model we established before Covid was even a thing), our team gets to work from the comfort of their homes every day.


As the new broker on the block, we’ve been ruffling feathers in the industry since our launch in summer 2016 – and our significant success since then means we’re now looking to grow our team (again) We are on the hunt 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 energetic, intelligent, and results-focused team members in a fun work atmosphere where technology is revered.


Key Accountabilities:


KA1 Provide excellent customer service via phone or email.


KA2 Support retention goals by shopping policies and saving clients during cancellation inquiries.


KA3 Increase Cheep Insurance's online presence and positive Google reviews.


KA4 Ensure all necessary software is functioning for the duration of shifts and report issues.


KA5 Regularly review and update client files for accuracy.


KA6 Respond promptly to emails and voicemails, notifying the service manager if delays occur.


KA7 Check and action all email folders daily, including personal and shared ones.


KA8 Prioritize and address personal and team activities daily.


KA9 Help increase policies per client by cross-selling and upselling.


KA10 Attend monthly 1:1 coaching sessions and engage in team discussions.


Qualifications and Competencies:


• 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

• Excellent email and phone etiquette



WORKING AT CHEEP INSURANCE


Our mission is to simplify the insurance experience and help clients find the best price out there – quickly & easily. We invest in top technologies, continuously improve our workflows, and innovate to be the best we can every day. And unlike a lot of companies, we prioritize both the client and employee experiences to make sure everyone is happy.


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.