Optometrist at Bailey Nelson delivering top - notch eyecare and patient experiences in Calgary, Alberta. Join a supportive team with flexible opportunities and growth potential.
About the role
- Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
Responsibilities
- Promptly follow up on walk in and company provided personal lines insurance leads through a variety of methods; motivated and willing to conduct in-person and telephone sales
- Evaluate the insurance needs of clients and prospects (ensuring no gaps or lapses in coverage)
- Regularly follow-up with all prospects
- Work with a team to establish and achieve your sales targets and develop new business
- Work to grow your department and increase the profitability of the company as a whole
- Determine each client’s needs, extent of present coverage, and long-term needs to determine the best insurance products to meet their needs
- Review applications, renewal requests, and endorsements for accuracy, ensuring they are compliant with underwriting guidelines
- Calculate premiums and rates; apply payments and/or refunds
- Complete the binding, invoicing, premium collection, and file documentation of assigned accounts
- Process cancellations; proactively inquire and document reasons for cancellation
- Keep in touch with policy holders for changes, updates, new options, or problems with their coverage
- Consistently document activities and attach correspondences daily in Park’s broker management system
- Assist walk in and telephone clients for Auto Plan and Private Auto carriers
- Responsible for Autoplan renewals, new business, premium collection, cancellations and endorsements
- Assistance in ICBC batching and any other duties the Branch Manager sees fit
Requirements
- Hold a Level 1 or 2 Insurance Broker license in British Columbia.
- At least 1 years experience in selling ICBC insurance
- Proficient in MS Office (Word, Excel; Outlook), Policy Center; familiarity with EPIC an asset
- Affinity for helping others; enjoy being part of a team; are comfortable working in a fast-paced, dynamic environment
- Excited about contributing each day to the growth of Park Insurance, and your personal development
Benefits
- 37.5 hours per week (Monday-Friday 9-5 or 10-6, plus some Saturday's).
- Competitive compensation
- Paid vacation
- Comprehensive medical plan (100%); Dental plan (80%), coverages include optometry, physiotherapy
- Health and Wellness program; 10 sick days; 2 personal days; 20-minutes per day for wellness activities such as walking or meditating
- Licensing fees are paid 100%; certification upgrades are paid 50% up front and remainder on successful completion
- Employee discounts on home and auto insurance
- Employee referral program
- Educational reimbursement program
- In-house education programs with a focus on personal development
- Emphasis on career growth with opportunities for advancement
- Positive, empowering, family atmosphere
- We will encourage and support your professional and personal development.
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