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Personal Insurance Retention Broker Remote
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InsuranceHero.Sudbury, Ontario, Canada- Remote
This is a remote position.
WANNA BE A HERO We re Growing Join our Team!
InsuranceHero.ca is inviting dynamic individuals to join our team and be part of a transformative journey in the insurance industry.
Who We Are :
Founded in 2011 InsuranceHero.ca has established itself as a pioneering insurance brokerage committed to refreshing the personal and commercial insurance landscape. Our approach combines industry expertise innovative practices and a relentless focus on making insurance straightforward and userfriendly.
Our Vision :
Empowering clients to feel better about insurance by simplifying and modernizing the experience.
Our Mission :
Saving you time. Protecting what matters.
The Opportunity :
Were seeking a motivated Personal Lines Retention Specialist. A salesand serviceoriented Personal Lines Insurance Broker ready to thrive in a vibrant and supportive setting. This role is ideal for those eager to move beyond traditional brokerage frameworks and contribute to a team thats redefining industry standards.
Key Responsibilities :
- Review client renewals to ensure we have provided the most comprehensive and competitive offer
- Drive sales through crossselling existing clients & referrals
- Foster and maintain client relationships providing counsel on coverage and policy details
- Deeply understand various insurance providers underwriting rules product features & benefits
- Collaborate with other team members to deliver unmatched customer service
- Work with the Service and Sales teams to develop workflows and procedures that enhance customer experience and improve retention
- Upsell appropriate coverages and products based on clients needs
- Problem solve client issues
What You Bring :
Requirements
Career Requirements :
Benefits
InsuranceHero.ca Benefits :
Career Requirements : Prior Personal Insurance experience (min. 2 years) Knowledge of computer applications : Proficiency with The Agency Manager (TAM), Applied Rating Services are an asset RIBO or OTL Licensed Strong written and oral communication skills Self-starter, able to work in an unsupervised environment Driven by excellent client service Strong multi-tasking skills
Key Skills
Sales Experience,Presentation Skills,Time Management,Customer Service,Communication skills,Microsoft Outlook,Workers' Compensation Law,Outside Sales,Underwriting,Insurance Sales,Customer relationship management,Phone Etiquette
Employment Type : Full Time
Experience : 1-3 years
Vacancy : 1