Bilingual Licensed Insurance Representative
About The Position
The Licensed Insurance Representative is responsible for providing quality customer service, underwriting and sales to new and existing clients over the telephone. We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities. Our Distribution & Sales Support team aspires to maximize the success of our distribution partners and clients. Our knowledgeable and trusted team deliver essential information and support services, with an emphasis on enhancing performance and guiding professional development. We think strategically to build sales and business leadership skills that enable our partners to achieve excellence.
Requirements
- Completed post-secondary education.
- Committed to self development and actively looking to learn.
- Strong communication and interpersonal skills.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- Willing to pursue the Chartered Insurance Professional (CIP) designation with priority given to the successful completion of C130 and C131 courses.
- Bilingualism in English and French is required.
Nice To Haves
- Customer service and sales experience is preferred.
- Insurance or inbound contact center experience is an asset.
Responsibilities
- Quote and sell basic automobile and property insurance to clients in accordance with the sales quality call flow, sales processes and underwriting guidelines.
- Advise and coach clients on what type of coverage/policy would best meet their needs with some guidance as needed.
- Identify and make recommendations for additional products/services that benefit the client.
- Provide fundamental front line underwriting during client transactions and in determining whether a client qualifies for a quotation.
- Achieve set goals for customer service, sales, quality and productivity with guidance.
Benefits
- Training and development opportunities to grow your career.
- Flexible work options and paid time off to support your personal and family needs.
- A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
- Paid volunteer days to give back to your community.
- Competitive salary and incentive programs.
- Comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
