Job Purpose
The main function of this role is to quote clients and bind policies in our call-centre environment. This is a sales only position for new business with no requirement to service your book of business and no requirement to generate your own leads. Leads are assigned to our sales brokers.
This role involves quoting clients and binding policies in a call-centre environment, focusing solely on new business with leads provided. Responsibilities include engaging with clients, assessing risk, binding policies over recorded calls, and maintaining professional relationships with clients, staff, and partners while following guidelines and best practices.
Duties and Responsibilities
Quoting, Binding & Customer Engagement:
- Engage with inbound potential clients in our call-centre environment and offer quotes based on doing a diligent job of frontline underwriting – leads are provided to sales brokers
- Collect all necessary details to properly assess the risk and review the client’s coverage requirements
- Bind the customer in a recorded call over the telephone without a need for signed applications
- Return customer calls and inquiries in an effort to quote and bind potential leads on outbound calls as required
- Follow all internal and partner guidelines to ensure the risk is placed with the appropriate market
Relationship Maintenance:
- Ensuring that we maintain a good relationship with all past, present or potential clients
- Following direction of management and implementing best practices as appropriate and working with other internal departments as necessary
- Listening to concerns associated with current processes and advising management of potential changes, opportunities and developments
- Keep a healthy and professional rapport with all staff, associate brokers, and carrier partners
Qualifications
- Minimum College or University level Degree/Undergraduates Degree or comparable experience
- Minimum 1 year of experience in a general insurance brokerage (preferred)
- R.I.B.O (Level I) License
- Call Centre experience (preferred)
- Proficient with insurance policy systems as well as MS Office, specifically Excel, Word, and Outlook
- Experience working with company portals and Broker Management System (EPIC) is an asset.
- CIP or CAIB Certification or working towards its completion
- Will accept individual with OTL and strong background
Competency
- Demonstrated ability to handle multiple priorities successfully
- Excellent verbal and written communication skills
- Strong analytical, time management and organizational skills
- Strong attention to detail and efficient keyboarding skills.
- Ability to work independently and as part of a team.
- Exceptional phone and customer service skills
- Technical knowledge of a variety of personal lines products
- Ability to create realistic schedules and meet deadlines under pressure and interruptions
- High level of integrity, confidentially, and accountability
Job Types: Full-time, Permanent
Work Location: Remote
