Reports to: Personal Lines Manager Summary: Responsible for quoting and sale of automobile and property insurance.
Core Competencies
Communication
Energy
Problem Solving
Accountability and Dependability
Ethics and Integrity
Job Duties
Quote and sell automobile and property insurance to clients while strictly following sales process and underwriting guidelines
Advise and coach clients on what type of coverage/policy would best meet their needs
Identify and make recommendations for additional products/services
Provide front line underwriting
Processing applications through insurer broker portals
Invoicing new policies in broker management system
Ensure policy documents are processed correctly
Follow up on any outstanding items within allowable timeframe
Outbound calling to existing Cal LeGrow Clients
Requirements:
High school diploma. A post-secondary diploma or degree will be an asset.
Minimum of 1 years' experience in a similar role within the insurance industry.
Valid property and casualty insurance representative license or the ability to promptly
satisfy the requirements for licensing.
~ An industry professional designation such as CAIB or CIP will be an asset, or interest in
professional development.
Client-focused with excellent customer service and communication skills.
Extremely well organized with excellent analytical skills.
Collaborative team player with a positive and supportive attitude.
Interested? Send us your resume to ***
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