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Office Assistant(Aa Property Management) - Richmond, Canada - HelloButler
HelloButler
Richmond, Canada
Verified Company
4 weeks ago
Description
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Key words:
_
- Residential line agent (Home & ICBC Autoplan)
- Walkin Sales independently Experienced at least 13 years.
- Familiar with Applied Epic & evaluation software etc.
- Licenced Level 1 or Level
- Fluent English, Cantonese & Mandarin will be an asset.
- Full time with sound benefits
- Weekend available is preferred.
Key Responsibilities:_
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Sells and Assists_
- Renews HB Insurance policies by reviewing current coverages and making recommendations; where required and with the appropriate qualifications, renews insurance products and services
- Reviews product terms and conditions including, but not limited to, coverages, limits and exclusions to limit errors and omissions
- Deepens customer relationships through excellence in customer service including, informing clients of value and opportunities to save
- Collaborates with HBIS and other supplier's Underwriters
- Meets all prescribed sales, businessbuilding and retention targets, HBIS Clients experience goals, best practices, standards and Underwriting guidelines
- Creates referrals for crossselling HB insurance products and other products & Services
- Creates and follows up on future business leads and upcoming renewals
Manages Customer Accounts and Concerns
- Updates Customer information and insurance policy details in applicable systems
- Processes Insurance endorsements and cancellations; where required, process endorsements and cancellations for additional products and services
- Issues new business and renewal transactions
- Resolves customer concerns by following HB best practice resolution standards and meeting HB satisfaction goals
Processes and Manages Customer Documents
- Processes payments and follow up on outstanding payments
- Issues new, renew and makes changes to customers
- Issues new and renewal Insurance policies, cancellations, and endorsements; where required, issue new, renewal, endorsements and cancellations for HB products and services
- Meets all required processing standards for storage, retrieval, confidentiality, accuracy and timeliness
Acquires and Maintains Industry, Product and Systems Knowledge
- Maintains a working knowledge of all HBIS Insurance manuals, best practices, standards, policies and systems
- Attends required HBIS and industry training courses
- Keeps uptodate with industry knowledge and competitors' product offerings
- Maintains annual Insurance licensing requirements
Other Duties:
as Assigned
- Handling different call types as required
- Delivery
- Onsite Survey/Visit
- Marketing/Sales opportunities
- Others as assigned
Relationships_:_
- Reports to: VP
- External: Clients, Insurance Council of BC, Insurance Brokers Association of BC (IBABC), HBISapproved suppliers and community business associates
Qualifications:_
Minimum Qualifications
- Available to start work immediately
- Completion of Grade 12 or equivalent
- Minimum 2 years experience in a Sales and Service environment
- Level 1 Insurance license (or willing to obtain within 1 month)
- As required, completion of training for Insurance Services and Products
- Demonstrated sales productivity and customer service skills
- Demonstrated multitasking skills and proven ability to prioritize activities
- Strong interpersonal communication skills
- Ability to work within a fastpaced team environment and maintain a high level of professionalism
- Proven judgment and decisionmaking abilities. Must be able to consider the costs and benefits of potential products in order to make appropriate recommendations
- Proven critical thinking abilities. Must be able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
- Ability to meet prescribed sales, businessbuilding, retention and customer satisfaction targets and objectives
- Strong computer skills with basic knowledge of MS Office Suite Products (Word, Excel, Outlook)
Preferred Qualifications
- Experience/ Completion of related General Insurance related training
- Knowledge of applicable HBIS and ICBC systems
- Limited history of Errors & Omissions and in good standing with the Insurance Council of BC
- Ability to speak alternate languages that would support particular market demographics
- Have a valid Class 5 Driver License (No N/L) with a clean driver abstract (Driving Record)
Job Types:
Full-time, Permanent
Pay:
From $3,500.00 per month
Schedule:
- Monday to Friday
Supplemental pay types:
- Overtime pay
Ability to commute/relocate:
- Richmond, BC: reliably commute or plan to relocate before starting work (required)
Work Location:
One location
