Insurance Professional
1 month ago
We are seeking a highly skilled Insurance Advisor to join our Service Team at Cheep Insurance. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring their insurance needs are met with ease and efficiency.
Key Responsibilities:- Provide top-notch customer service via phone or email, ensuring client satisfaction and loyalty.
- Support retention goals by identifying opportunities to shop policies and save clients during cancellation inquiries.
- Contribute to increasing Cheep Insurance's online presence and positive Google reviews through proactive engagement.
- Ensure all necessary software is functioning during shifts and report any issues promptly.
- Respond promptly to emails and voicemails, notifying the service manager of any delays.
- Collaborate with colleagues to increase policies per client through cross-selling and upselling.
- Participate in monthly 1:1 coaching sessions and engage in team discussions to drive continuous improvement.
• Post-secondary education and/or equivalent on-the-job experience
• Currently active insurance licenses in the Atlantic provinces or RIBO
• Completed or working towards CAIB
• In-depth understanding of our insurer partners' product offerings and processes
• Excellent verbal and written communication skills
• Proficiency with computer applications, including EPIC (Broker Management System), Applied Rating Services (ARS), and Microsoft Office
• Ability to work in a high customer engagement environment
• Ability to work individually as well as part of a team
• Excellent email and phone etiquette
Cheep Insurance is a pioneering online insurance brokerage, dedicated to simplifying the insurance experience for our clients. We value diversity and strive to create an inclusive environment for all candidates. As an equal-opportunity employer, we provide accommodations upon request to ensure a comfortable and supported selection process.
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