- Manage phone queue metrics with your team to ensure optimal availability for members.
- Manage pipeline and quote metrics using CRM software.
- New business leads to be contacted within service level standards.
- Follow-up phone calls on warm web leads.
- Provide exceptional customer experience on the phone and through email.
- Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
- Provide insurance consultation by recommending appropriate insurance coverage.
- Partner with Highcourt Partners Client Service Advisors when troubleshooting files.
- Embrace Highcourt Partners workflows and KPIs.
- Keeping current on carrier underwriting, marketplace trends and continuous education.
- Participate in on-site marketing events.
- Post-Secondary Education
- Experience with TAM and EPIC is an asset.
- Prior customer experience training an asset.
- R.I.B. Ontario licensed mandatory.
- Over 1-year personal lines experience in sales or service.
- Strong organizational and time management skills
- Ability to multitask using digital procedures and technology.
- Proficient in Microsoft Office – Outlook, Word, and Excel.
- Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts.
- Ability to identify challenges and overcome them through problem solving and using a teammate approach.
- Take on new opportunities and tough challenges with a sense of urgency, high energy & enthusiasm.
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Sales Broker - Markham, Canada - Brown & Brown Insurance
Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown Canada has an exciting opportunity available for a Personal Lines Sales Broker supporting our Markham team
WHAT YOU'LL DO:
WHAT YOU'LL NEED:
WHAT WE OFFER:
• Base salary + incentive opportunities.
• Excellent growth and advancement opportunities.
• Generous benefits package: health, dental, vision, etc.
• Employee Stock Purchase Plan.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.