Claims advisor handling property and casualty insurance investigations, settlements, and negotiations for Desjardins. Serving members and clients across multiple Québec locations through full - time telework.
About the role
- Financial Services Consultant advising departing group-benefit members on insurance conversions for Sun Life. Handling phone consultations, needs discovery, and insurance sales targets.
Responsibilities
- Receive inbound calls and transferred sales leads from Group Benefits members leaving their employer and seeking to convert insurance policies
- Provide phone consultations by reviewing insurance options and recommending needs-aligned solutions
- Build expertise on Sun Life’s range of insurance products
- Fulfill strategic priorities including multi-product selling and partnering with Sun Life’s Career Sales Force
- Resolve problems by clarifying issues, researching and exploring answers and alternatives, implementing solutions, and escalating unresolved problems
- Meet Quality Assurance requirements and other key performance metrics
- Contribute to the Rollover Protection sales target by meeting or exceeding individual count and premium targets
- Report to the Sales Manager, Client Solutions
Requirements
- Bilingualism (French, English, both oral and written) is required
- Interpersonal, written, and oral communication skills
- Listening skills and ability to ask probing questions, understand concerns, and overcome objections
- Work ethic and self-starter; ability to manage multiple priorities and adapt to change in a fast-paced business environment
- Professional and friendly attitude; ability to quickly develop rapport with customers over the phone
- Strong influencing and closing skills
- Ability to learn and navigate new software quickly
- Valid and active Life Insurance License (LLQP/PQAP)
- Minimum 2 years of related sales and/or service experience
- Excellent communication skills
Benefits
- Potential to earn up to 20% to 30% extra income
- Medical, dental, life, and disability insurance
- Stock purchase plan
- 3 week paid vacation
- Tuition assistance
- Licensing fees covered
- Continuous education committed to personal growth and development
- Hybrid work with flexibility to work from both the office and virtually based on business, Client, and employee needs
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Claims advisor handling property and casualty insurance claims for Desjardins members and clients. Investigating damage, assessing benefits, negotiating settlements, and approving claims.
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