- Provide front-line Commercial Insurance sales and customer service for small businesses
- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend insurance solutions
- Answer inquiries, conduct care calls, and process renewals
- Quote and sell new policies/write new business to existing or new clients
- Retain existing book of business through inbound and outbound calls, introductory letters, and walk-in clients
- Prepare documentation for insurers and complete client applications
- Issue insurance certificates, process changes, and review renewals
- Contact Underwriters and Adjusters to discuss guidelines and policies
- Keep current on underwriting rules and workflow processes
- Participate in training initiatives and community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
- Build trusted relationships with small business clients and tailor insurance coverage
Requirements
- Strong customer service, sales, and/or call center experience
- RIBO is required (or willingness to obtain it)
- Previous P&C; Insurance experience is a definite asset
- Excellent customer service skills; customer-focused and able to resolve conflicts effectively
- Proven ability to manage multiple priorities successfully
- Effective verbal and written communication skills
- Accountable, goal-oriented and proactive
- Ability to work as part of a team as well as independently in a fast-paced environment
- Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
- Candidates are solely responsible for maintaining their work eligibility
Core Competencies
Demonstrates expertise in Commercial Insurance sales and customer service, with a solid focus on client needs assessment, policy recommendations, and relationship building. Proficient in managing multiple priorities and maintaining compliance with underwriting guidelines.
Highest-signal resume keywords
- Commercial Insurance Sales
- Customer Service Skills
- RIBO Certification
- P&C; Insurance Experience
- Effective Communication