Location
Markham, ON | Canada
Job description
Inside Sales Broker
Markham, Ontario
As a member of the Group & Affinity Sales Team, you will help prospective members understand the value of doing business with an insurance brokerage. Leveraging your soft and technical skills, you will work with all departments and key insurance carriers, to ensure customer expectations are met and managed. The goal is to deliver best in class customer experience.
WHAT THEY OFFER:
- Base salary + incentive opportunities.
- Excellent growth and advancement opportunities.
- Generous benefits package: health, dental, vision, etc.
- Employee Stock Purchase Plan.
WHAT YOU’LL DO: - Manage phone queue metrics with your team to ensure optimal availability for members
- Manage pipeline and quote metrics using CRM software
- New business leads to be contacted within service level standards
- Follow-up phone calls on warm web leads
- Provide exceptional customer experience on the phone and through email
- Prepare quotes for new business using ARS or company portals
- Provide insurance consultation by recommending appropriate insurance coverage
- Partner with Partners to troubleshoot files
- Embrace workflows and KPIs
- Keeping current on carrier underwriting, marketplace trends and continuous education
- Participate in group marketing events
WHAT YOU’LL NEED: - Post-Secondary Education
- Experience with TAM and EPIC is an asset
- Prior customer experience training an asset
- R.I.B. Ontario licensed mandatory
- Over 1 year of personal lines experience in sales or service
- Strong organizational and time management skills
- Ability to multitask using digital procedures and technology
- Proficient in Microsoft Office – Outlook, Word and Excel
- Advanced written and verbal skills to help manage high customer expectations and resolve conflicts
- Ability to identify challenges and overcome them through problem-solving and using a team-player approach
- Take on new opportunities and tough challenges with a sense of urgency, high energy & enthusiasm.
Job tags
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