Job purpose

This position processes residential insurance transactions and policies, including but not limited to homeowners, tenants, and condominium policies. Requires Level II licensing and operates under the supervision of a Level III broker.

Key Areas of Accountability

· Processes basic insurance transactions, personal lines policies and contracts often including items such as residential and recreational property, boats and other personal pleasure craft, and jewelry under the supervision of a more senior licensed broker.

· Identifies client needs and provides information on varying insurance packages such as risk coverage, benefits and other policy features best suited to meet the client's needs; works with clients to manage and reduce their risk.

· Recommends and implements a client’s insurance coverage, premiums and collects payment; promotes credit union products and services.

· Responds to emergencies and assists clients with their claims.

Qualifications

· Secondary School Diploma

· 1 – 2 years experience or equivalent combination of education and experience

· Must hold or obtain a Level 2 General Insurance Salesperson License

· Demonstrated commitment to applying relevant and applicable policies, procedures in the day-to-day performance of the functions of this position

· Customer service orientation, driven to help customers meet needs or resolve problems

· Team player, driven to ensure that the whole team is successful in meeting customer needs

· Strong organizational, time management, communication, and interview skills

· Experience working in a sales environment where formal selling thresholds, targets and goal setting are routine

· Demonstrated commitment to personal and professional development

· Industry experience in financial services, retail, hospitality, travel etc

Job Types: Full-time, Permanent

Salary: $50,000.00-$60,000.00 per year

Benefits:

• Dental care
• Extended health care
• Life insurance
• Paid time off
• Profit sharing
• RRSP match
• Vision care
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: One location

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