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Brokerlink 招聘 Insurance Adviser
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9 n, T' c! g: n/ `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' b2 j y2 |. K6 s) |. \$ h6 `
职位详情和要求如下:
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0 h# i9 m7 C% n0 ?9 ^* @' yPosition Summary:
; u0 t) {9 ?% HTo 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.
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Primary Objective/Duties of position:
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% H/ s/ Z* z7 U+ o( b* F. x Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
+ j, ?. ]: @7 u( U' z Selling new policies/writing new business to existing or new clients, retaining existing book of business
) U& d9 L" p% m1 A) `2 o' X, W Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients- ~ N9 k5 K1 G2 i5 Q* q, a! X
Contacting Underwriters and Adjusters to discuss guidelines and policy
- h- ^+ J) |: ]2 e$ M2 b: a \ Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals# _! K0 ]1 n2 I' ^' G
Keeping current on underwriting rules and workflow processes
1 A1 q% t9 o& k2 I( y3 |) B Actively participate in training initiatives, q9 @* P6 w1 s: i7 W3 \, d
Participate in community marketing initiatives) T& z; Y& M/ L
}5 g. V6 A! ~( }8 P9 z6 IThe ideal candidate will possess the following qualifications:
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High School and or Post Secondary Education
) S2 e( Z! h6 z: M* W; i Previous customer service experience
$ h0 N' E# r6 ^2 a7 c M Previous sales experience an asset
% v7 C. p n% w4 z: ~ General Insurance License Level 1 or willing to obtain) I2 c6 s7 }' R x8 R) p
Demonstrated ability to handle multiple priorities successfully7 }& b4 a3 j. X) ~
Strong analytical and organizational skills
1 e" F s0 T0 u6 _3 q( [ Excellent verbal and written communication skills8 ]$ U7 u2 H) F7 b
Excellent customer services skills and adept in conflict resolution: `6 b& o7 [ X( H J
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