Bilingual (French & English) Sales Insurance Broker
Job Description
Bilingual (French & English) Travel Insurance Sales Broker
The Broker is responsible for converting prospective customers into paying customers while completing their requests, and processing client transactions within the applicable quality standards set by the company. As well as identifying the needs of the client, providing guidance, and ensuring proper protection while maintaining an effortless customer experience.
What does your typical day look like?
- Actively pursue opportunities to meet or exceed new business sales goals, and retain existing clients. Process requested changes, utilizing appropriate resources within the applicable quality standards set by the company.
- Assess the needs of the client and apply sound judgment when reviewing, modifying, and adding coverage to policies while providing protection guidance and advice to the client as required.
- Provide claim counseling and assistance to the client within company guidelines.
- Maintain and apply a complete understanding of the insurers’ underwriting guidelines.
- Demonstrate and maintain a working knowledge of all applicable portals, customer relationship management systems, and policy management systems.
- Document all details of client requests and conversations in the appropriate system, using the applicable templates.
- Refer files requiring approval to the designated individual with recommendations for handling.
- Exhibit accountability with regard to readiness in handling client contact opportunities.
- Respond favorably to all coaching and training provided and make use of self-coaching tools where available.
- Handle customer’s personal information in a professional and compassionate manner.
- Be flexible in assisting other departments within the Global Assistance and Travel Insurance division.
What skills and training do you need?
- Must be bilingual in French and English. French will be used to answer inbound calls from clients located in Quebec.
- OSSD required, Post-secondary education is an asset.
- Strong computer skills.
- Experience working in a contact center or finance environment an asset.
- Experience working in a sales focused environment is preferred.
- Availability to work various shifts and days of the week as required.
- Ability to handle fluctuating work volumes in a fast paced, customer focused environment.
- Ability to work independently and in a team environment.
When you apply:
If you require assistance or accommodation during our recruitment process, please notify Human Resources so that we can review and consider how we may be able to assist you based on your individual needs.
We offer you
- CanAm offers more than a position;
- We offer a competitive compensation package that includes a base salary, performance bonus and an extensive benefits package;
- A professional future with opportunities for development, growth, and advancement;
- RRSP Match program;
- Financial assistance to employees who wish to continue their education;
- Work/life balance, health and wellness initiatives including an excellent EAP program;
- Employee engagement programs that focus on fitness, food, and fun;
- Windsor, Ontario Candidates: base hourly salary scale ($22.73 - $29.84).Relevant candidate experience considered. *Other locations, salary to be discussed based on geographic differential.