Description:
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- Providing information to clients in response to inquiries on products.
- Providing telephone coverage on the queue in a call-center type atmosphere
- Providing information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunities;
- Analyzing customer inquiries by providing information on products/services;
- Matching customer needs to insurance company’s products/services;
- Meeting established sales and service targets;
- Generating new business opportunities by recommending products/services where appropriate;
- Up-selling or cross-selling products/services to existing clients;
- Updating customer records on computer system;
- Contacting other departments to obtain information requested by customers i.e. claims;
- Resolving customer concern/complaints within authority limits;
- Providing post sales customer service (i.e. policy changes);
- Reviewing coverage(s) and recommends changes as necessary;
- Maintaining quality controls, checks work for accuracy;
- Managing accounts receivable;
- Processing documents, including customer letters and invoices (as needed or directed);
- Referring complex/difficult customer complaints/inquiries to team leader or supervisor;
- Maintaining general knowledge and understanding of all personal property and auto insurance products/services;
- Providing telephone coverage support (as directed);
- Leading by example by demonstrating and sharing with all lines of business the importance of best practice; and
- Other related duties and responsibilities as assigned.
How this opportunity is different
This role gives you an opportunity to excel in Client Management skills
Skills and experience that will lead to success
- Minimum 2 years of personal property and auto insurance experience required
- General Insurance Level I Alberta License is a must
- Experience working in an inbound and outbound call center type environment
- Ability to establish a rapport, assess and identify cross selling opportunities over the phone
- Excellent interpersonal, communication and presentation skills, both verbally and written
- Client focused and proven relationship building skills
- communication and presentation skills, both verbally and written