- Provide expert guidance on life insurance products, including term, whole, and critical illness insurance, tailored to meet our clients' unique needs.
- Manage the entire application process, ensuring the accuracy and completeness of all documentation.
- Utilize CRM systems for tracking, quoting, and reporting.
- Evaluate insurance applications to determine appropriate coverage.
- Process policy changes and claims efficiently and accurately.
- Build and maintain strong relationships with clients by delivering superior service and support.
- Collaborate with our team of Financial Advisors, serving as a trusted advocate and leveraging your expertise to enhance client satisfaction.
- Over 5 years of professional experience in the insurance industry.
- Deep knowledge of various insurance products, including individual and group plans.
- Exceptional interpersonal and communication skills.
- Proven ability to multitask and prioritize in a fastpaced environment.
- Strong problemsolving skills and attention to detail.
- A collaborative spirit and the ability to engage with a team professionally.
- Opportunity for Growth: Your role will be instrumental in driving the expansion of our business, offering vast opportunities for personal and professional development.
- Dynamic Team Environment: Work with a team of dedicated professionals who are passionate about making a difference in our clients' lives.
- Commitment to Excellence: Be part of a company that prides itself on service excellence and client success.
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Client Care Specialist
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Rogers Insurance Ltd Calgary, CanadaAt Rogers, we take a _**human approach to insurance**_._ · - We staff and hire the very best. People who are professional, experienced, and genuinely focused on not just meeting, but exceeding the needs of our customers. We have a lot of fun and we are committed to being an emplo ...
Insurance Specialist 2024-05-28 - Calgary, Canada - Inspired HR Ltd
Description
Inspired HR is partnering with a Wealth Management company in South Calgary on hiring a seasoned Insurance professional.
This role offers you a unique opportunity to not only provide exceptional service to our clients but also play a key role in expanding our business.
What You'll Do:
What You'll Need: