Associate Insurance Advisor - Richmond Hill, Canada - The Co-operators

The Co-operators

Verified Company

Richmond Hill, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Associate Insurance Advisor - Bilingual (Mandarin/Cantonese):

助理保险顾问:

(Please see below for the English language version of this Job Description.)

我们的分销团队立志成为加拿大保险公司中客户参与度最高的领先者,致力于提供一个无缝对接和个性化的客户体验,致力于提供金融服务的解决方案,以满足客户的独特需求。
一级助理保险顾问是支持和发展代理业务的关键人物,主要通过销售和服务Co-operators的个人线路产品(汽车和家庭保险),并可能为其他产品线提供支持。

您的职责:

- 个人保险产品的销售、服务和赢利增长。
- 提供建议并推荐最能满足客户需求的保险和政策。
- 根据代理业务计划完成对客户的需求分析,从而发现并交叉销售所有业务线。
- 按照承保准则完成第一线的风险评估和选择。
- 确定哪些风险需要检查和重新检查。可能需要独自完成检查。
- 实现客户服务、销售、质量和生产力方面的个人目标。
- 支持建立多客户关系的计划。
- 回答客户的问题和疑虑,解决客户的投诉,并适当地上报问题。

我们期待什么:

- 对客户的财务状况和其他个人信息进行严格的保密。
- 需要与客户直接接触或沟通。
- 需要拥有自己的车辆、有效的驾驶执照和保险。
- 周一至周六标准工作时间以外的轮班。
- 如果被选为候选人,将接受犯罪记录和消费者历史背景调查。

如何取得成功:

- 保持专注和乐观,直到目标实现,并有效地管理时间,追求客户的满意度。
- 利用有关客户需求和情况的信息来确定销售机会,并表现出强大的沟通能力,能清楚地传达信息。
- 致力于持续改进和建立富有成效的客户关系,以超越客户的期望。
- 成为一个有效的团队成员,并提供指导以支持同伴的发展。

要加入我们的团队:

- 必须拥有普通保险执照(或工作后两个月内获得)。
- 继续学习满足所有省级许可要求,以获得或更新所有许可证。
- 一年销售和服务经验或相关业务经验者优先。
- 了解汽车和财产保险产品以及销售技巧优先。
- 英语和普通话或广东话熟练。

我们能提供什么:

- 与我们内部的高级财务规划专家团队以及财富规划、保险规划专家的资源的合作机会。
- 提供专业的内部培训和持续的职业发展支持。
- 有机会在Co-operators品牌的支持和支持下回馈社会。
- 有竞争力的薪酬待遇和福利计划。

每个职位的发布都包含一个链接,用于按地点申请和在线提交简历。

Associate Insurance Advisor - Bilingual (Mandarin/Cantonese) Required:
Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.

The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines.

What you're responsible for:

Sales, service and profitable growth of personal lines insurance products.
Advise and recommend coverages and policies that best meet client needs.
Prospect and cross sell by identifying and recommending additional products/services that benefit the client.
Complete frontline risk assessment and selection following underwriting guidelines.
Identify which risks require inspections and reinspections. May be required to complete inspections.
Achieve individual goals for client service, sales, quality and productivity.
Support programs to build multiclient relationships.
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately.

What to expect:

Strict confidentiality with respect to client's financial status and other personal information.
This role involves direct contact with clients and/or service providers in their environment.
You may be required have your own vehicle, valid driver's license and insurance.

To be successful:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
You leverage information about client's needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
You're an effective team player and