Remote Digital Insurance Advisor for Sales and Client Management (Toronto)

Remote Digital Insurance Advisor for Sales and Client Management (Toronto)

17 Apr
|
Western Financial Group
|
Toronto

17 Apr

Western Financial Group

Toronto

Elevate your career as a Digital Insurance Advisor, focusing on personal lines sales from the comfort of your home. Build lasting relationships and drive sales effectively.
As a Digital Personal Lines Insurance Advisor, you will play a pivotal role in supporting both sales representatives and clients. Responsibilities include managing insurance queries, upselling products, and assisting in the placement of new business insurance policies. Staying informed about product offerings is crucial for maintaining strong partnerships with insurance providers.
Key Responsibilities:
• Provide customer assistance through phone and email
• Facilitate recent business policy administration
• Upsell products to enhance client satisfaction




• Follow-up on unresolved account activities
• Develop knowledge of insurance products and services
Requirements:
• Experience achieving sales targets as part of a team
• General Level 1 license required; Level 2 preferred
• Strong communication abilities, both verbal and written
• Previous experience with EPIC is a plus
• Multi-tasking skills across various software systems
Utilize your skills in insurance sales to create exceptional client experiences in a remote working environment.
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📌 Remote Digital Insurance Advisor for Sales and Client Management (Toronto)
🏢 Western Financial Group
📍 Toronto

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