Insurance Account Representative Trainee
About The Position
This role is for an Insurance Account Representative Trainee focused on client satisfaction within the Service Team. The ideal candidate is ready for a career advancement, thrives on providing exceptional and enthusiastic service, and is eager to learn about the Insurance and Financial Services field. A key requirement is the ability to obtain the AIC General Level 1 Insurance License quickly. The position offers a steady, full-time schedule from Monday to Friday, 8:30 AM to 5:30 PM, with the possibility of leaving at 5 PM on most days. The company culture emphasizes teamwork, best practices, and continuous improvement, offering a stable career with a solid income and great benefits.
Requirements
- General Level 1 Insurance Agent License or ability to obtain one quickly.
- 1-3 years or more of experience in providing exceptional customer service.
- Passion for delighting clients with exceptional service.
- Extremely coachable, a quick learner, and enjoys ongoing training.
- Must have a vehicle to commute to each of our offices on a rotational basis.
Responsibilities
- Provide "wow factor" service to clients to meet all their insurance needs.
- Excel in client follow-up and follow-through.
- Explain insurance coverages.
- Complete policy changes.
- Follow up for policy information.
- Review renewals with clients.
- Assess insurance needs holistically and offer appointments for all lines of insurance.
- Delight and retain clients.
- Provide helpful service that encourages client referrals.
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
