Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- OTL Licensed Insurance Agent connecting with potential and existing clients via inbound and outbound calls at Square One. Personalized policy services in a supportive team environment.
Responsibilities
- Handling a high volume of inbound calls from clients in a prompt and professional manner.
- Making outbound calls to clients who have received targeted marketing materials.
- Assessing client needs, providing quotes, and ultimately selling policies.
- Promoting Square One and encouraging clients to do the same.
- Responding to online chat and email inquiries from clients.
- Handling payment-related matters.
- Helping clients make changes to their policies.
- Taking claims reports from clients.
- Maintaining your training and industry knowledge.
Requirements
- At least 2 years of experience selling property and/or auto insurance, preferably in a call centre environment.
- An active Other Than Life (OTL) General Insurance License in Ontario.
- At least 1 year of tenure with a recent employer.
- A high school diploma and, preferably, some post-secondary education.
Benefits
- The ability to work from home.
- Flexible medical, dental, vision and extended health care coverage.
- Short and long-term disability coverage.
- Participation in the corporate profit-sharing plan.
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