Client Advisor, Personal Insurance, New Business
About The Position
As part of a new business sales team, you will focus on responding to inbound quote requests for Personal Insurance through a variety of sales channels, including digital, inbound calls, established affinity programs, internal referrals, and through a network of regional offices. The Client Advisor, Personal Insurance, New Business will help to develop relationships with potential clients by assessing their insurance needs, providing coverage recommendations from top insurers, and completing risk assessments. To ensure the focus remains on new business, once the risk is bound and issued, the new client will be assigned to a servicing broker for future handling.
Requirements
- Alberta Level 1 License is required and working toward Level 2 is considered an asset
- Minimum 3 years of progressive experience in the insurance industry (brokerage sales experience preferred)
- Strong working knowledge of personal insurance
- Sales-focused and committed to excellence in customer service
- Strong interpersonal skills
- Skilled user of Microsoft Office, fast and accurate typing skills
Nice To Haves
- CIP designation, or working towards is considered an asset
- Knowledge of EPIC or a customer relationship software is considered an asset
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
