Regional Medical Director

National Veterinary Associates; Ontario; On-site; CAD 50,000 - 55,000; Full time

Job summary

Join a recognized leader in the insurance industry and launch a rewarding career that champions education and professional growth. This role is perfect for those with a positive outlook and a willingness to learn, providing exceptional customer experiences and managing insurance consultations. You will engage with clients, prepare quotes, and manage metrics to ensure optimal service. With a focus on teamwork and continuous education, this position offers the opportunity to thrive in a dynamic environment. If you are ready to take on new challenges with enthusiasm, this could be the perfect opportunity for you.

Qualifications

• RIBO or OTL licensed mandatory.
• Over 1-year personal lines experience in sales or service.

Responsibilities

• Provide exceptional customer experience via phone and email.
• Prepare quotes for new business using company portals.

Skills

Customer Experience

Problem-Solving

Organizational Skills

Time Management

Communication Skills

Education

Post-Secondary Education

Tools

CRM Software

TAM

EPIC

Microsoft Office

Job description

Markham, Ontario

50,000 - $55,000 salary + $10,000 to $20,000 sales incentive bonus.

Launch a rewarding career in insurance with our client, a recognized leader in the industry! If you bring at least one year of experience in Personal Lines Insurance and are looking for an employer that champions education, professional growth, and career advancement, we’d love to connect with you. This role is ideal for individuals with a positive outlook, a willingness to learn, and a coachable mindset.

The Role:

• Provide exceptional customer experience on the phone and through email.
• Prepare quotes for new business using ARS, Applied Rating Services, or company portals.
• Manage pipeline and quote metrics using CRM software.
• Contact new business leads within service level standards.
• Follow-up phone calls on warm web leads.
• Provide insurance consultation by recommending appropriate insurance coverage.
• Partner with Client Service Advisors when troubleshooting files.
• Keep current on carrier underwriting, marketplace trends, and continuous education.
• Manage phone queue metrics with your team to ensure optimal availability for members.
• Participate in on-site marketing events.

WHAT YOU’LL NEED:

• Post-Secondary Education
• Experience with TAM and EPIC is an asset.
• Prior customer experience is an asset.
• RIBO or OTL licensed mandatory.
• Over 1-year personal lines experience in sales or service.
• Strong organizational and time management skills
• Ability to multitask using digital procedures and technology.
• Proficient in Microsoft Office – Outlook, Word, and Excel.
• Experience working and managing with phone queue metrics in a team environment to ensure an optimal customer experience.
• Advanced written and verbal skills to help manage high customer expectations and to resolve conflicts.
• Ability to identify challenges and overcome them through problem-solving and using a teammate approach.
• Take on new opportunities and tough challenges with a sense of urgency, high energy & enthusiasm.