Insurance Broker

General Description

In your position as a broker team member, you will report to senior management and be an important member of the Obvi Team. Excellent communication skills and proficiency using a suite of software products to ensure the timely processing of all duties and responsibilities are requirements of this position. It is also a requirement of this position to obtain and maintain a minimum of a valid General Level 1 insurance licence within the territories Obvi Inc. operates. Enjoy the flexibility of a hybrid work environment, combining mainly remote work from home with some in-office collaboration.

Responsibilities & Requirements

• Proficient in modern sales methods
• Highly proficient with computer software including CRM systems such as Microsoft 365 (Outlook, Teams, Excel) and various CRM/BMS Systems
• Self-starter and task-oriented
• Motivation to connect with dozens of customers by phone/email/sms each day
• Ability to understand the needs of the customer
• Capability of understanding and explaining insurance offerings and providing the appropriate insurance coverage
• Strong problem-solving and excellent organizational skills with the ability to manage multiple tasks and priorities
• Familiarity with the automotive market and vehicles is an asset, enabling you to better understand customer needs and tailor solutions

Customer Service & Sales

• Maintain a courteous and customer-first focus to deliver exceptional customer service and sales experiences to potential customers and answer customer inquiries through phone, online chat, and email
• Keep informed and have deep knowledge of our products and services
• Gather complete and accurate information from customers to follow up and provide the most appropriate product offerings
• Follow up with potential customers via email and phone communication in a timely manner and maintain and expand a database of prospects
• First point of contact for claims inquiries before it is assigned to an adjuster. Training on claims processes will be provided

Reporting & Systems

• Monitor, track and report on all marketing initiatives and provide key insights to maximize results and drive engagement
• Compile insights and commentary for presentation in Month End Reports as well as marketing campaign reports
• Track and report customer engagement using various software systems
• Use and maintain company CRM

Summary

As an Insurance Broker, you will be instrumental in providing clients with tailored insurance solutions while delivering exceptional customer service. Reporting to the Sales Manager, you will leverage your core skills in communication and sales to build strong client relationships and drive insurance sales. Success with niche products that Obvi offers is hinged on navigating customers through the claim process. Join our team to make a significant impact in the insurance industry.

Job Type: Full-time

Pay: $55,000.00-$62,500.00 per year

Benefits:

• Extended health care
• Paid time off
• Work from home

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Experience:

• Previous: 1 year (preferred)

Licence/Certification:

• Insurance license (required)

Work Location: Hybrid remote in Calgary, AB

Expected start date: 2025-02-10