Insurance Talent Group

Sales and Service Broker

Permanent / Full Time
C$52,000 - C$58,000 per year

  • Competitive salary
  • Comprehensive Benefits Package
  • Strong commitment to work-life balance
Sales and Service Broker
Personal Lines
Waterloo, Ontario
Hybrid
 
Our client is growing and currently has an opportunity to add a Sales and Service Broker to their team. They offer a competitive salary, a comprehensive benefits package, and a strong commitment to work-life balance.
 
Role and Responsibilities
A Sales and Service Representative is to be able to process any sales or service requests over the phone providing an excellent customer experience
  • Receive and service phone calls, emails or walk-in clients for existing clients by answering any questions and resolving any issues concerning their insurance, in a timely manner
  • Processing endorsements and changes in tam and company portals, including completion of necessary documentation
  • New Business sales – quote, bind and upload to appropriate carrier including all necessary documentation
  • Ordering MVR, Autoplus and Hits – pull and attach to TAM
  • Maintain an accurate activity log on all requests and conversations in tam and blue butler system
  • Follow up activities in a timely manner
  • Return telephone calls and emails received within 3 hours
  • Attempt to cross sell and actively up sell existing products
  • NSF, Lapse and Final notices to be addressed in a timely manner. Making reinstatement arrangements of cancelled policies or remarketing of entire risk
  • Claim counselling with Insured and warm transfer to appropriate claim line
  • New business, cross sell, and ex-date leads to be contacted and quoted within set time lines
  • All other duties assigned by management
 
Qualifications and Education Requirements
  • Must have your RIBO license for 1 year
  • Licensed in one or more other provinces within Canada is a plus
 
Preferred Skills
  • Good communication skills (both Verbal and written communication)
  • Knowledge of Tam Applied systems is beneficial
  • Knowledge in Economical (Vyne), Intact (Savers and Contact), and Northbridge portals is a plus

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