Brokerlink 招聘 Insurance Adviser

BOFA

Brokerlink  招聘 Insurance Adviser

' r3 _+ K) u/ s, F8 ^: }9 B有两年的财产和汽车险的工作经验和License者优先，年薪制
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有兴趣的朋友可发email to:ramona.liao@yahoo.com
! i; F% d) D' x1 w职位详情和要求如下：

Position Summary:
# i* h$ G# f( j3 S2 cTo provide front-line customer service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.

Primary Objective/Duties of position:

! j% K+ \7 Q, ?' S    Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct care calls and process renewals
    Selling new policies/writing new business to existing or new clients, retaining existing book of business
    Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients
    Contacting Underwriters and Adjusters to discuss guidelines and policy
    Preparing documentation for insurers, completing applications for clients, issuing insurance certificates, processing changes and reviewing renewals
    Keeping current on underwriting rules and workflow processes
    Actively participate in training initiatives
    Participate in community marketing initiatives

The ideal candidate will possess the following qualifications:
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+ h) g$ F3 i& q1 V4 u. Z6 c    High School and or Post Secondary Education
    Previous customer service experience
    Previous sales experience an asset
( j2 d* t) r7 Z    General Insurance License Level 1 or willing to obtain
7 p  B- j0 @) G  h    Demonstrated ability to handle multiple priorities successfully
: j' W- `5 P& k+ _$ W; m    Strong analytical and organizational skills
  k( Q& v+ v. w) v  G# D    Excellent verbal and written communication skills
& G5 Z* g/ @6 D( X    Excellent customer services skills and adept in conflict resolution