Sales Representative handling inbound customer inquiries and quotes for personal lines insurance. Building customer relationships and recommending tailored insurance solutions in Ontario.
Responsibilities
Handling inbound calls from customers seeking quotes or looking to expand their coverage.
Uncover customer needs and recommend tailored insurance solutions.
Provide accurate, competitive quotes and introduce new products and services.
Explain coverage options and ensure a positive customer experience.
Actively ask for referrals to help grow sales pipeline and deepen customer relationships.
Create a trusting environment that fosters new sales opportunities and retention of existing business.
Own and resolve all customer inquiries while minimizing customer effort.
Process account changes, maintain customer documentation, prepare correspondence, and document files for follow up in EPICTackling.
Keep updated on company underwriting guidelines and changing markets.
Requirements
A RIBO license is required, or an OTL license with the expectation to obtain a RIBO license within 45 days of employment.
A minimum of one year’s experience, in personal lines, automobile, property and marine insurance.
Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders.
Excellent problem solving skills and ability to handle customer issues in a pleasant and positive manner.
Superior time management and organizational skills to handle competing priorities.
Intermediate knowledge of Microsoft Office Suite applications. Preference given to candidates with experience using Epic, Applied Rating Services and Company portals.
Ability to communicate verbally and in writing, in English and French.
Benefits
Defined benefit pension plan for a financially confident retirement
100% coverage of approved continuing education and licensing fees (including RIBO courses in Ontario)
Access to a wealth of learning resources, including LinkedIn Learning for professional development
Flexible work-from-home and hybrid options
Unlock your potential with opportunities for advancement
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