Brokerlink 招聘 Insurance Adviser

BOFA

Brokerlink  招聘 Insurance Adviser

: Z" X9 [, m, ^5 B8 n' Z; S; ]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
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Position Summary:
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.

Primary Objective/Duties of position:

9 ?. J1 k/ \; S6 c  Q    Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
( b  J$ s6 V5 s# F8 D    Selling new policies/writing new business to existing or new clients, retaining existing book of business
4 G+ `) X: v5 P* d3 |! ?    Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
    Contacting Underwriters and Adjusters to discuss guidelines and policy
  u2 y1 y3 Q- S4 D    Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
    Keeping current on underwriting rules and workflow processes
    Actively participate in training initiatives
/ H. T% o; {9 r/ X0 k5 T    Participate in community marketing initiatives
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The ideal candidate will possess the following qualifications:

    High School and or Post Secondary Education
    Previous customer service experience
    Previous sales experience an asset
, l) q( P% J, v- M2 S) i    General Insurance License Level 1 or willing to obtain
    Demonstrated ability to handle multiple priorities successfully
9 a# }8 d# U: V  P) m6 `7 u9 q    Strong analytical and organizational skills
    Excellent verbal and written communication skills
+ r& I' c4 J% ], @* `5 Y    Excellent customer services skills and adept in conflict resolution
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