Insurance Customer Experience Expert

beBee Careers; North Vancouver; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading company in automobile insurance is seeking an insurance agent to work closely with clients, understanding their needs and providing tailored insurance solutions. This role includes consulting, reviewing policies, and meeting sales targets while ensuring high customer care standards.

Qualifications

• Excellent communication and interpersonal skills required.
• Prior sales experience preferred.
• Licensing from IBABC is a plus.

Responsibilities

• Consult with clients to identify insurance needs and preferences.
• Review and process client insurance policies.
• Analyze product terms to provide recommendations.
• Meet sales targets and maintain customer care.

Skills

Communication

Interpersonal Skills

Sales Experience

Education

IBABC Licensing

Tools

Microsoft Programs

CRM Systems

Job description

In this role, you will have the opportunity to work with clients, understand their needs, and provide tailored solutions. As an expert in automobile insurance, you will protect clients' assets and cultivate meaningful relationships.

Main Responsibilities :

• Consult with clients to identify their insurance needs and preferences.
• Review and process client insurance policies, including renewals and cancellations.
• Analyze product terms and conditions to provide informed recommendations.
• Meet sales targets and maintain high standards of customer care.

Essential Skills and Qualifications :

• Excellent communication and interpersonal skills.
• Proficiency in Microsoft programs and CRM systems.
• Prior sales experience and IBABC Licensing are preferred.

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