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- Provide exceptional customer experience on the phone and through email.
- Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
- Manage pipeline and quote metrics using CRM software.
- Contact new business leads within service level standards.
- Follow-up phone calls on warm web leads.
- Provide insurance consultation by recommending appropriate insurance coverage.
- Partner with Client Service Advisors when troubleshooting files.
- Keeping current on carrier underwriting, marketplace trends and continuous education.
- Manage phone queue metrics with your team to ensure optimal availability for members.
- Participate in on-site marketing events.
- Post-Secondary Education
- Experience with TAM and EPIC is an asset.
- Prior customer experience is an asset.
- R.I.B. Ontario or OTL licensed mandatory.
- Over 1-year personal lines experience in sales or service.
- Strong organizational and time management skills
- Ability to multitask using digital procedures and technology.
- Proficient in Microsoft Office – Outlook, Word, and Excel.
- Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts.
- Ability to identify challenges and overcome them through problem-solving and using a teammate approach.
- Take on new opportunities and tough challenges with a sense of urgency, high energy & enthusiasm.
Inside Sales Broker- Personal Lines - Ontario, Canada - Insurance Talent Group
Description
Inside Sales Broker– Personal LinesMarkham, Ontario
Base salary + incentive opportunities. ($75,000 +)
Our client is hiring Inside Sales Brokers. This is an excellent career opportunity builder. If you have 1-2 years of experience as a licensed RIBO Broker or OTL Insurance Agent (willing to obtain a RIBO) and are looking to build your career in Insurance this may be the opportunity for you. Our client is a publicly traded Brokerage. Their size provides access to the best products while still maintaining a local community feel.
Offering:
Base salary + incentive opportunities. ($75,000 +)
Excellent growth and advancement opportunities.
Generous benefits package: health, dental, vision, etc.
Employee Stock Purchase Plan.
Continued Education Support
The Role: