Client Care Representative - Williams Lake

Only for registered members Williams Lake, Canada

1 month ago

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Job summary

We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits,
retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you're ready for tomorrow.

Responsibilities

  • Engage with clients to understand and advise on their insurance needs.
  • Follow-up regularly on sales leads and referral prospects.
  • Process and conduct renewals and ensure policies are processed and issued accurately in a timely manner.
  • Achieve sales and retention goals and targets.

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