IBU Coordinator: Client Growth & Insurance Sales

Socket.dev; Fort Saskatchewan; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive salary + commissions

Health benefit plan

RRSP match

Employee Assistance Program

Paid time off and volunteer days

Education program

Company social events

Insurance discounts

Job summary

Drayden Insurance Ltd. in Ft. Saskatchewan, AB is seeking an IBU Coordinator to grow our small business client base through focused customer service, account development and new sales opportunities.

You will assist clients with daily insurance needs, provide quotes, upsell products, follow up on accounts, and renewals while building relationships with providers and staying current on product knowledge.

Qualifications

• High School Diploma or equivalency required.
• General License Level 1 or willingness to obtain prior to employment.
• 2+ years of industry experience.
• Experience using EPIC broker management system.
• Ability to deliver an outstanding client experience using sales skills.
• Drive and motivation for personal growth.
• Interpersonal skills and attention to detail.

Responsibilities

• Assist clients with daily insurance needs in person or via technology.
• Provide quotes and sell new policies to clients.
• Upsell products and services to new and existing clients.
• Generate client referrals through community involvement.
• Follow up on client accounts to resolve outstanding matters.
• Make timely renewal calls for existing client business.
• Resolve client concerns and develop existing client accounts.
• Meet sales and service goals and stay updated on product knowledge.

Skills

Interpersonal skills

Attention to detail

Client-focused sales

Growth mindset

Drive and motivation

Education

High School Diploma or equivalency

General License Level 1

Tools

EPIC broker management system

Job description

Drayden Insurance Ltd. in Ft. Saskatchewan, AB is seeking an IBU Coordinator to grow our small business client base through focused customer service, account development and new sales opportunities.

You will assist clients with daily insurance needs, provide quotes, upsell products, follow up on accounts, and renewals while building relationships with providers and staying current on product knowledge.