Insurance Sales and Client Care Specialist, Merritt

Become an essential part of a leading insurance brokerage as an Insurance Sales and Client Care Specialist. Assist clients in navigating their habitational, travel, and automobile insurance options.

In this role, you will engage with clients to understand their insurance needs thoroughly and assist with renewals. You are expected to proactively follow up on leads while striving to meet sales goals. Continuous education is key to keeping your product knowledge sharp and relevant.

Key Responsibilities:• Engage clients for personalized insurance consultations • Process renewals with accuracy, ensuring timely delivery • Follow up on leads and referral prospects regularly • Achieve defined retention and sales targets • Commit to ongoing education in insurance products

Requirements:• At least 1 year of experience in personal insurance • General Insurance License considered an asset • Strong customer service mindset and skills • Excellent attention to detail and urgency • Proven sales capabilities in a busy environment

Use your skills to drive sales initiatives while supporting clients with their insurance needs in this impactful role. #J-18808-Ljbffr