YouSet

Insurance

• Assist clients with their home and auto insurance needs
• Answer coverage questions, provide personalized advice, and process policy sales or amendments
• Proactively contact clients to ensure we continually offer the policy that best meets their needs
• Communicate effectively with clients by phone, email and SMS
• Monitor personal performance and meet daily/weekly/monthly targets
• Keep accurate records of client interactions
• Work closely with the customer service and sales teams

Property & Casualty Insurance Broker

• Assist clients with their home and auto insurance needs
• Answer coverage questions and offer personalized advice
• Set up new policies or complete policy modifications
• Proactively reach out to clients to ensure we are continuously offering a policy that best suits their needs at a competitive price
• Communicate effectively via phone, email, and SMS with clients to build trust
• Deliver outstanding customer service
• Monitor personal performance and meet daily/weekly/monthly targets
• Maintain accurate records of client interactions and add follow-up activities in our CRM system
• Work closely with the customer service and sales team to achieve team objectives
• Participate in developing strategies to boost sales, client retention and overall satisfaction
• Stay updated on product knowledge and industry trends
• Participate in training sessions and professional development activities
• Move towards a senior position in our insurance team or a team lead role after your first 2 years with us

Property & Casualty Insurance Broker

Personal Lines Damage Insurance Broker