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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
8 n$ N; V7 D' H7 u0 j职位详情和要求如下:
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0 H' `5 E4 L3 D2 ^Position Summary:4 i! L) w0 S& T7 c# E5 I0 V* B
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.
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Primary Objective/Duties of position:+ N7 _; ^( f4 I+ t
( W! Z0 }" f$ ?5 T8 v* G. {( K T Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals. c: Y1 D( V* r: F! c
Selling new policies/writing new business to existing or new clients, retaining existing book of business8 M0 Z( c& G( {- k# \+ I* V
Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
$ M, K2 b0 s9 N9 K Contacting Underwriters and Adjusters to discuss guidelines and policy5 j: {+ d# O% k z/ J6 K! w _2 c2 ^
Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
% M' M' y* R; m/ U' n+ o$ X Keeping current on underwriting rules and workflow processes" d8 n1 r# W( m+ f2 L
Actively participate in training initiatives
" q* T7 E- V; n, S Participate in community marketing initiatives
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: m8 F0 j) Z+ E7 I: GThe ideal candidate will possess the following qualifications:6 f5 E8 X4 |8 e
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High School and or Post Secondary Education! J# K, i; c: t2 G% l, d
Previous customer service experience4 R/ i+ D5 {! n+ A9 e& g" |% |
Previous sales experience an asset
/ r) ~) P3 n6 W* J General Insurance License Level 1 or willing to obtain
, [0 \- ?5 ?( I* U, \+ t Demonstrated ability to handle multiple priorities successfully% n7 O0 l9 R* ^
Strong analytical and organizational skills# `. D: l* i9 P9 C, {
Excellent verbal and written communication skills9 V6 ^8 o7 z% I0 u
Excellent customer services skills and adept in conflict resolution0 B0 c2 a3 c2 x; N" @! A% J0 ^9 f
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