Insurance Servicing Broker Processor - Full Time
LOCATIONFLEXIBLE!!!
Areyou the kind of person that really cares about people Do you takepride in being involved in one of the most important decisions ofyour customer s lives protecting themselves their loved ones andtheir assets with proper insurance coverage Do you recognize theuniqueness of each client s situation and work hard to deliver alevel of service that you can be proudof
Youget it. For you it s not a choice it s simply who YOUare.
Toyou remarkable customer service is about providing peace of mind byeducating customers to understand your professional advice andsuggestions.
On the flip side you understand that not everyone eatssleeps and breathes insurance and that most people are just tryingto get last minute insurance for their new vehicle save some moneyon their household budget or check task off their list.
You neverstop trying to make these people smile. Again it s who YOUare.
Ourinsurance team is looking for people like YOU. Not people who aretired of their job who are grumpy who don t like people who can tmean deadlines who are kind of shady who make lots of mistakes orare stuck in their ways.
We want people whose values reflect ourown a brand and reputation First Foundation is proud of. Bonus ifyou like cupcakestoo!
MoreAboutYou
- Youhave experience with our broker management system (SigXP) orsomethingcomparable.
- Youhave a strong interest in the insuranceindustry.
- Youposses a Level I or Level II General InsuranceLicense.
- Youare n aturally inclined to take initiativeindependently; you are resourceful and like stayinguptodate.
- Youdemonstrate an othersfocused approach topeople
- Youpossess betterthanaverage computer skills your typing skills are upthere with the best of them!
- Youcan communicate effectively both verbally and inwriting.
- Youare detail oriented organized and able to multitask. You understandthe significance of theseskills.
- Youcan work at a quick pace under pressure; possess time managementskills.
- Youl ike people and are willing to serve them with a smileeven when conflictarises.
MoreAbout theRole
- Preparationof correspondence such as premium comparisons premium breakdownssubmission documents certificates pink cards policy bindersinvoices promotional information and renewalproposals
- Handlingobtaining organizing and compiling information and documentspertaining to a clientsapplication
- Managingrelationships with clients insurance underwriters insurers andreferringpartners
- Respondingto client inquiries regarding insurance coverage billing issuesclaims and certificates ofinsurance
- Providingquotations for potential policychanges
- Reevaluatingappropriate personal insurance coverages on existing lines ofbusiness
- Processingrenewals to ensure retention of existing clientrelationships
- Enteringand maintaining client information in the broker management system(SigXP)
- Processingpolicy changes on insurance companyportals
- Managingdata in our internal software and on insurance companyportals
- Answeringand directing calls and emails to employees of thebrokerage
- Providesupport to sales staff asneeded
- Referringother First Foundation services to clients
- Preferencewill be given to candidates with 35 years of insurance experiencebut people with less experience a great attitude and a willingnessto learn will beconsidered
MoreAboutUs
- WhatKeeps Us Going Our Mission : OWN. GROW. PROTECT.
- How We Do It : Our Values : Leadership. Honesty. Consistency. Choice.Commitment.
- We re locally owned andoperated Independent Brokerage. ModernOffice.
- Full suite of financialproducts and services : Mortgages. Financial. Insurance. One StopShop.
- Strong online and offlinereputation with the Awards and Testimonials to back itup!
- Competitive compensationpackages which include :
- ExcellentHealth & Dental benefit packages including Health &Wellness Spending Accounts
- Flex Timein addition to Competitive Vacationpackages
- Companywide EmployeeDiscounts
- Referral and CrossReferralBonuses
- Continuing EducationReimbursement
MoreAboutApplying
Learnmore about the positions available and apply with First Foundationat .
Onlysuccessful candidates will be contacted for aninterview.
Wedo not wish to be contacted by recruiting agencies orrepresentatives.
Thankyou for your interest in a career at FirstFoundation!
Full-time licensed insurance servicing broker role with afast-growing Alberta-based company.