- Identifying customer needs to build on existing products which includes developing contact plans, introducing new products and services and quoting and marketing personal insurance business.
- Selling products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on expiry date cards, re-quoting prospects from previous years and cancelled files, and contacting leads generated.
- Creating a trusting environment that fosters new sales opportunities and retention of existing business.
- Actively participating within the team unit and independently to continuously contribute to overall business improvement.
- Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
- Accurately processing account changes, 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 TAM base and promptly follows up on all client communications.
- Maintaining accurate logs of quotes completed, sales completed, days worked and anyother measurements pertaining to monthly reporting requirements.
- Keeping updated on company underwriting guidelines and changing markets.
- Current RIBO and/or AIC license.
- Other national licensing is considered an asset.
- A minimum of three years' experience, preferably in personal lines, automobile and property insurance.
- 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. Preference given to candidates with experience using Epic, Salesforce and Company portals.
- Competitive salary and bonus structure
- Industry-leading employer-paid group benefits that start on your first day
- 100% coverage of continuing education and licensing fees (including RIBO and AIC courses)
- Flexible work from home and hybrid options
- Opportunities for advancement
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Sales Representative - Waterloo - TW Insurance Services Ltd.
Description
When you join the TWIS team, you are joining a community of like-minded professionals where your opinions are valued and expected. You will have the opportunity to provide feedback on departmental goals, to work collaboratively with others, and to continuously improve your professional skills. Regardless of your role or your location, you are joining a community where every employee contributes to the evolution of our culture and our brand. Our team is currently looking for a/an:
Sales Representative - Home & Auto Insurance (Remote and Hybrid work arrangements available)
Job Description
What you will do:
As a member of our sales team, your tasks will include:
Qualifications
What you will bring:
We also consider your potential. If you know you have what it takes to do the job but your experience doesn't exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.
Additional Information
What we offer:
If you are interested in this opportunity, please apply online.
We strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavour to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.
As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.
We are an equal opportunity employer and encourage applications from all qualified individuals.We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.
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