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Brokerlink 招聘 Insurance Adviser
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有两年的财产和汽车险的工作经验和License者优先,年薪制
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有兴趣的朋友可发email to:ramona.liao@yahoo.com
0 c2 F9 H" N3 z% ]职位详情和要求如下:
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Position Summary:2 Z7 J% F) h+ j, r- [& @2 y+ i, N
To provide front-line customer service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.3 m# n* u# l/ \4 i _& z
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Primary Objective/Duties of position:
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Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals* v; s+ A( g ]( `! [
Selling new policies/writing new business to existing or new clients, retaining existing book of business9 y( W' V" N! f4 y2 D$ `9 g# Y; y
Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
) |- R. \% f7 u4 P/ ? Contacting Underwriters and Adjusters to discuss guidelines and policy5 C! H; O7 b2 ^/ _, s7 a" F
Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
7 K! e2 Y" a4 K& {2 c& Z Keeping current on underwriting rules and workflow processes
, K0 z) P! S& n' O3 l }4 J$ E, X' t2 J Actively participate in training initiatives
" Z; N" z2 L( L) R% w1 v Participate in community marketing initiatives
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( o3 G Q U- B2 B$ nThe ideal candidate will possess the following qualifications:
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- |+ G0 t4 S) q High School and or Post Secondary Education/ V/ d4 M( C9 Z& P' g7 d
Previous customer service experience
0 v3 o% }5 `+ I4 D Previous sales experience an asset
% D! x C$ b9 V6 H* i General Insurance License Level 1 or willing to obtain
! A. H- p5 o% s, n0 { H Demonstrated ability to handle multiple priorities successfully5 d; F3 ]% ?9 L- T
Strong analytical and organizational skills, a R, ^" u0 C' P6 a+ p
Excellent verbal and written communication skills
U" J8 T# n, Q& E/ ~& b Excellent customer services skills and adept in conflict resolution
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