Personal Lines - Kincardine, Canada - BDO Recruitment Services - Canada

Description

Nicol Insurance is seeking an individual who is results-driven, success-oriented, to grow an existing book of business through referrals of existing clients and their own personal connections.

If you are motivated by the opportunity to increase annual income through sales this might be the right fit for you.

Each file is managed by a team, one team member manages service-related initiatives, while the other will be expected to manage all aspects related to sales.

You will proactively contact clients in order to generate new business, manage existing client needs and uphold high levels of retention.

The candidate would start by working with the team learning the industry and Nicol Insurance values and procedures, with the end objective to transition into the sales role to grow the book of business by writing new policies.

At Nicol Insurance, we take pride in providing outstanding service and assistance to our clients that goes beyond selling insurance products.

As a result, Nicol Insurance is both recognized and distinguished as a top performer amongst our clients.

If you possess strong customer service skills, have a positive personality, are adaptable and driven to perform, and have a track record of understanding and exceeding client expectations, then we would like to meet you.

RESPONSIBILITIES:
Develop leads, identify client needs and sell appropriate products and services
Identify cross-sell and up-sell opportunities
Provide quotes and quote comparisons for existing and potential new clients
Manage relationships with existing clients
Manage renewal reviews and recommendations
Ensure retention targets are met
Manage the quality and timeliness of all policy documentation
Ensure compliance to established policies and procedures
Ensure prompt responses to all client inquiries
Utilize digital broker management system and company portals as required
Support your service team member as necessary

EXPERIENCE AND QUALIFICATIONS:
High School Diploma or GED
Microsoft Office 365
Windows Operating System
Strong computer skills or ability to learn and navigate computer programs
Verbal and written communication skills
Professional, enthusiastic, and personable
Adaptable and able to acquire new skills on an ongoing basis
Proactive and self-motivated with the ability to prioritize multiple tasks
Ability to work well individually and as part of a team
Exceptional customer relationship management skills
Broker's Licence is considered an asset
Customer service experience is considered an asset

SALARY AND BENEFITS:
Salary plus bonus based on sales and retention
Bi-weekly pay structure
Internal rewards program
Employee benefit program
Training opportunities
Strong management support
Familial atmosphere and happy team environment
Flexible hours to accommodate work, life and family balance
Social functions spanning all 5 Nicol Insurance offices

What you might want to know about us:
"We're That Local" means we, the team members of Nicol Insurance, live and work in the communities we serve. Our clients regard us like family or friends, because we are right there with them as neighbours.

We are a professional organization of over 50 members, spread across seven locations in Southwestern Ontario, dedicated to providing insurance solutions at competitive pricing.

Our goal is to provide a personalized and exceptional client-driven experience with every interaction. There are no call centres at Nicol Insurance. When a client calls, they speak directly with a member of their dedicated broker team. This is the promise we make as a local insurance broker.

At all times, we strive to build a warm, personal workspace with a strong focus on a balanced work/life. We support those that help us succeed in creating stability and trust with every decision made.

We are committed to fair and equitable recruiting practices.

Persons with disabilities are encouraged to come forward at any stage of the recruitment process to request accommodations if needed.

We will consult with you and create processes that provide individuals with disabilities the best possible recruitment experience.

#NIAE