Sales Representative - Home & Auto Insurance

Summary

Join our team as a Sales Representative - Home & Auto Insurance and contribute to protecting our clients' interests and assets while supporting our front-line staff to achieve greatness.

Requirements

• A RIBO and/or AIC license
• Other national licensing is considered an asset
• A minimum of 2 years’ experience, preferably in personal lines working with automobile and property insurance policies
• Specifically experience brokering with Aviva, Intact and/or Economical
• Exceptional communication skills and the demonstrated ability to deal effectively with all levels of internal and external stakeholders
• Excellent problem solving skills and ability to handle customer issues in a pleasant and positive manner
• Superior time management and organizational skills to handle competing priorities
• Intermediate knowledge of Microsoft Office Suite applications

Responsibilities

• Quoting & selling personal insurance products by establishing contact with new client leads generated through a multitude of sources
• Developing relationships with prospects, answering incoming communications, following-up on expiry date lists, re-quoting prospects from previous years & cancelled files, and contacting leads assigned to you
• Identifying opportunities to sell additional lines of business in our well-established client base then contacting the client to present the offer
• Creating a trusting environment that fosters referrals, new sales opportunities, and retention of existing business
• Actively participating within the sales team and independently to continuously contribute to overall business improvement
• Actively owning and resolving all customer inquiries, while ensuring the customers efforts are minimized
• Accurately processing account changes when required, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up
• Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met
• Maintaining a current EPIC base and promptly following up on all client communications
• Maintaining an accurate log of quotes completed, sales completed, days worked and any other measurements pertaining to monthly reporting requirements
• Keeping up to date on company underwriting guidelines and changing markets

Benefits

• Competitive salary and bonus structure
• Industry-leading employer-paid group benefits that start on your first day
• Defined benefit pension plan
• 100% coverage of continuing education and licensing fees (including RIBO courses)
• Flexible work from home and hybrid options
• Opportunities for advancement