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We are hiring!

Renewal Review & Retention Specialist

Edmonton, Alberta

Job Brief

We are looking for a highly experienced Customer Service Manager to provide excellent customer service and to promote this idea throughout the organization. The goal is to keep the department running in an efficient and profitable manner, to increase customer satisfaction, loyalty, and retention, and to meet their expectations.

Responsibilities

  • Work with clients during the renewal process of their policy to deliver risk management strategies that fit their risk profiles
  • Evaluate their business or individual customers' need and propose coverages and endorsements that meet their criteria
  • Improve customer service experience, create engaged customers and facilitate organic growth through cross selling and upselling based on customers' needs
  • Keep accurate records and document customer service actions and discussions in the broker management system
  • Working with your New Business, Customer Service Managers, and Administrative teams to nurture an environment where all can excel through encouragement and cooperation
  • Report the progress of monthly/quarterly initiatives to management
  • Achieve customer retention and revenue growth objectives
  • Maintain an orderly workflow according to priorities
  • Constantly update job knowledge and learn about new products and services

The successful cadidate will possess:

  • Minimum Level 1 General Insurance License with 2 years of insurance sales experience
  • Familiarity with many types of insurance plans (automobile, property, RV, small commercial, travel, etc)
  • Working knowledge of Applied Systems (TAM) and MS Office is an asset
  • Proven ability to work with goals
  • Attention to detail and problem solving skills
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • Awareness of industry's latest technology trends and applications
  • Strong client-facing and communication skills
  • Advanced troubleshooting and multi-tasking skills
  • Customer service orientation

This position includes:

  • Comprehensive benefits program
  • Flex days
  • Positive work environment
  • A traditional work week and hours

To join our dynamic organization, please email your resume to jobs@awinins.ca 

Please note: only qualified candidates will be contacted.

 

 


 

 

New Business Producer

 Calgary, Edmonton or Onoway

 

Job brief

We are looking for an enthusiastic and competitive Insurance Sales Representative to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio for out personal lines, small commercial lines and RV Direct clients.

The goal is to build up strong positive relationships, to ensure growth attainment.

Responsibilities:

  • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
  • Working with your Customer Service, Renewal Review and Policy Service teams to nurture an environment where all can excel through encouragement and cooperation
  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals, cross selling etc.
  • Report the progress of monthly/quarterly initiatives to management
  • Keep accurate records and document customer service actions and discussions in the broker management system
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfil all A-WIN policy, minimum coverage requirements

The successful candidate will possess:

  • Proven working experience as an insurance sales representative
  • Familiarity with many types of insurance plans (automobile, property, RV & trailer, small commercial, travel, etc.)
  • Proven ability to work with goals and the ability to work independently
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions
  • Excitement about creating change in how people manage their insurance purchases
  • Minimum Level 1 General Insurance License with 2 years of insurance sales experience
  • Working knowledge of Applied Systems (TAM) and MS Office is an asset
  • Telecommuting flexibility required

This Position Includes:

  • Comprehensive Benefits Program
  • Flex Days
  • Positive work environment
  • Future planning - This role could have extended work hours and telecommuting

To join our dynamic organization, please email your resume to jobs@awinins.ca

Please Note: Only qualified candidates will be contacted.