insurance agent supervisor

Link Insurance Services Ltd.; Surrey; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading insurance services company in Surrey is seeking an insurance sales professional. The role involves assessing client needs, selling insurance policies, and providing excellent customer service. Candidates should possess a secondary school diploma and a provincial insurance licence, along with 1-2 years of relevant experience.

Qualifications

• 1 to 2 years of insurance experience, particularly in property/casualty, commercial, and house insurance.
• Provincial or territorial licence required.

Responsibilities

• Assess client markets and ensure policy requirements are met.
• Monitor claims and provide customer service.
• Sell various types of insurance and inform clients about packages.

Skills

Client focus

Efficient interpersonal skills

Organized

Reliability

Education

Secondary (high) school graduation certificate

Job description

• Secondary (high) school graduation certificate

Tasks

• Assess potential institutional, business or individual client markets
• Ensure appropriate forms, medical examinations and other policy requirements are completed
• Monitor insurance claims and respond to clients' enquiries
• Provide customer service
• Provide information concerning group and individual insurance packages, the range of risk coverage, benefits paid and other policy features
• Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance

Supervision

• 5-10 people

Certificates, licences, memberships, and courses

• Provincial or territorial licence

Insurance experience

• Property / casualty insurance
• Commercial insurance
• House insurance

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure

Personal suitability

• Client focus
• Efficient interpersonal skills
• Organized
• Reliability

Experience

• 1 year to less than 2 years