Job Description
The Customer Service Insurance Agent - Level 2 supports Interior Savings' vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs.
You will maintain personal lines business, pro-actively sell and service personal and Autoplan products. Responsible to process client renewals, handles potential problem renewals, solicits, maintains and follows up on expiring client policies for cross-selling and account development purposes, and informs clients of upgrades on products and services. You may process Motor Vehicle transactions, including but not limited to, renewals of drivers licenses, applications for drivers licenses, and collection of fines. Proactively manage client relationships; pursue internal opportunities, referrals, and external business growth opportunities. Foster business development through service excellence and product knowledge and actively solicits referrals to commercial lines representatives, wealth management specialists and credit union sales staff; cross sells all agency and credit union products to insurance clients. Referrals of more complex insurance requests to the Branch Manager or designate.
You will maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal, and procedural requirements. Develop and maintain a strong image within the community and maintain a professional standard of conduct at all times while promoting a positive image of the Insurance Agency and its’ affiliates. Other duties as assigned; assist other staff as required.
Required- Good comprehension of all personal and Autoplan insurance products and services.
- 2 - 4 years: Job related experience in an insurance agency selling personal lines.
Required- ICBC Autoplan Essentials or better
- Canadian Accredited Insurance Broker Level 3 or better
- Canadian Accredited Insurance Broker Level 2 or better
- Canadian Accredited Insurance Broker Level 1 or better
- High School Diploma or better
Required- Level 2 Insurance License
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