Insurance Team Leader - Markham, Canada - Cheryl Moulton Insurance Agency

Cheryl Moulton Insurance Agency
Cheryl Moulton Insurance Agency
Verified Company
Markham, Canada

1 week ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description
Here is your opportunity to join our growing team.

Our organization is looking for a well established and experienced team leader to help guide our clients and advance our team.

If you're looking for an opportunity for a great income, independence and flexibility, we encourage you to apply.


Responsibilities

  • Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company's underwriting policies.
  • Seizes all sales opportunities, solicitation and product offers.
  • Work with the agent to establish and meet marketing goals.
  • Use a customerfocused, needsbased review process to educate customers about insurance options.
  • Maintain a strong work ethic with a total commitment to success each and every day.
  • Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement.
  • Designs and implements office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments.
  • Completes operational requirements by scheduling and assigning employees; following up on work results.
  • Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends.
  • Maintains office staff by recruiting, selecting, orienting, and training employees.
  • Maintains office staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.

Job Requirements:


  • Fluent in Word, Excel, Outlook and PowerPoint.
  • Knowledge within the insurance industry.
  • Excellent computer, interpersonal and communication skills.
  • Attention to detail and ability to explain complex information to clients.
  • Ability to analyze data and provide appropriate advice.
  • Ability to follow all regulatory/ compliance requirements.

Qualifications:


  • Bachelor degree in business, finance or related field.
  • 12 years sales experience.
  • 2 years in the insurance industry.
  • Knowledge of financial documents.
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