WilsonHCG

Work Location: Remote

Position Type: Permanent 

Location: Alberta

Compensation Range: $60,000 + commission

Our client, is seeking an Insurance Broker for their Service team focusing on Commercial and/or personal lines.

Responsibilities:

• Build and maintain strong relationships with clients by understanding their insurance needs and providing exceptional customer service. You will be working with our high-performing team supporting our top-end brokers.
  
• Conduct thorough assessments of client's insurance requirements, analyze their existing coverage, and recommend appropriate insurance solutions to address their unique needs
• Handle policy endorsements, renewals, and policy adjustments promptly and accurately, ensuring compliance with insurance regulations and company guidelines.
• Assist clients in the claims process, acting as a reliable point of contact and guiding them through the necessary steps to ensure a seamless claims experience.
• Stay up-to-date with the latest insurance products, industry trends, and regulatory changes to effectively educate and advise clients on available coverage options.
• Identify opportunities to upsell or cross-sell additional insurance products that align with the client's needs, increasing customer satisfaction and company revenue.
• Maintain accurate and organized client files, ensuring all interactions and transactions are properly documented in compliance with company policies and procedures.
• Collaborate with a team of insurance professionals, sharing knowledge, providing support, and contributing to a positive and inclusive work environment.

 Qualifications:

• Post-secondary education and/or equivalent on the job experience
• 2+ years’ experience in the insurance industry, with a focus on commercial and/or personal lines insurance
• Must have your General Insurance License Level 2 (or higher) in Alberta
• Strong understanding of insurance products, regulations and best practices
• Exceptional customer service skills with a genuine passion for helping others and providing personalized insurance solutions tailored to our clients.
• Strong understanding of insurance products, regulations and best practices.
• Detail-oriented and adept at managing multiple tasks simultaneously, ensuring accuracy and meeting deadlines in a fast-paced environment.
• Excellent verbal and written communication skills
• A collaborative mindset, working effectively within a team to achieve shared goals while fostering a positive and supportive work culture
• Proficiency with computer applications including EPIC (Broker Management System)