Insurance Advisor - Penticton, Canada - Maxxam Insurance Services

Sophia Lee

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Sophia Lee

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Description
We at Maxxam Insurance are looking for an Insurance Broker that is a motivated team-player to join our office staff and road team


Responsibilities:


  • Provide insurance quotes and sell new policies to clientele.
  • Swiftly manage walkin traffic transactions and inquiries.
  • Followup on all client accounts to resolve outstanding activities.
  • Remain uptodate on product knowledge and systematic changes.
  • Be proactive with individual filing tasks and organization.
  • Generate leads by referral or community input.
  • Provide timely renewal calls for existing customer business.
  • Provide Dealership road service, if applicable.
  • Motivated to achieve goals.
  • Experience in Customer Service.
  • Well versed in computer programs / technology.
  • Handling client retention with ease.
  • Has strong communication skills.

Job Types:
Full-time, Permanent


Benefits:


  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • Onsite parking
  • Vision care

Schedule:

  • 10 hour shift
  • 8 hour shift

Supplemental pay types:

  • Commission pay
  • Overtime pay

Experience:

Customer Service: 2 years (preferred)


Licence/Certification:

  • Fundamentals of Insurance or CAIB 1,2,3,4 License? (preferred)

Work Location:
One location

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