Insurance Account Representative Trainee

Jeff Cooke Insurance AgencyCalgary, AB
CA$55,000

About The Position

Insurance Account Representative Trainee - Client Satisfaction (Service Team) Are you ready for an awesome next step in your career? Do you thrive on providing exceptional service in an enthusiastic way? Do you wish to expand your knowledge and work in the exciting Insurance and Financial Services field? Can you obtain your AIC General Level 1 Insurance License in short order? Do you want a steady, full time schedule that is Monday to Friday from 8:30 to 5:30 where most days you are able to leave at 5? Do you find that a great work culture focused on Teamwork, best practices and continuous and constant improvement motivating? Would you like a stable career with a solid income and great benefits? Then this is the opportunity for you!

Requirements

  • General Level 1 Insurance Agent License
  • 1 - 3 years or more of experience in providing exceptional customer service
  • Passionate about delighting clients with exceptional service
  • Extremely coach-able, a quick learner and love ongoing training
  • Must have a vehicle to commute to each of our offices on a rotational basis

Responsibilities

  • Able to provide "wow factor" service to our clients so they wish to have all their insurance needs met by us
  • Be an expert on client follow up and follow through
  • Explain coverages
  • Complete policy changes
  • Follow up for policy information
  • Review renewals with clients
  • View insurance needs in a "holistic" manner and offer appointments to clients for all lines of insurance
  • Delight and retain clients
  • Be so helpful that clients refer friends and family

Benefits

  • $55,000.00 per year base salary with annual increases
  • Opportunity to earn $12,000 per year in bonus income based on completion of input activities with clients (not policy sales or commissions)
  • Fitness Club gym membership
  • Health and Dental Benefits
  • Group RRSP with matching
  • 4 weeks paid vacation
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