GROUP OF COMPANIES

Account Executive

• Reporting to the Senior Manager, Sales for the Ontario Region, you will handle inbound calls from customers seeking quotes or looking to expand their coverage.
• Your role is to uncover customer needs, recommend tailored insurance solutions, and provide accurate, competitive quotes.
• You’ll introduce new products and services, explain coverage options, and ensure a positive experience that builds loyalty and drives additional business.
• Selling products by establishing contact and developing relationships with prospects.
• Responding promptly to telephone inquiries and written requests.
• Following-up on ex-dates, re-quoting prospects from previous years, cancelled files, contacting leads generated, and asking for referrals.
• Creating a trusting environment that fosters new sales opportunities and retention of existing business to increase sales potential.
• Actively participating within the team unit and independently to continuously contribute to overall business improvement.
• Actively owning and resolving all customer inquiries, while ensuring the customer effort is minimized.

Sales Representative, Personal Lines

Customer Support

• Directs or responds to telephone inquiries and written requests
• Resolves product and service problems
• Files documents and records of insurance transactions
• Completes endorsements, renewals, rewrites, remarkets and cancellations on applicable systems
• Reviews renewals from Alternate Markets Carriers
• Provides assistance to other Service team members
• Provides quality service while adhering to customer service standards
• Attracts potential members/clients
• Performs other duties within competence, as assigned

Sales Representative, Personal Lines

Customer Service Representative