Master information

Task description and requirements

• Answer inbound/outbound calls and online inquires
• Developing business and prospect marketing plan to encourage new sales development
• Develop and market new business ideas while building a database of contacts and networking opportunities
• Provide potential clients with exceptional service, professional advice and accurate quotes with the market that best suits their needs
• Respond to company and or client concerns/inquires in a timely and professional manner
• Networking with internal producers to achieve cross-selling goals and build relationships
• Networking on the assigned groups and attending events to promote the company and products.
• Fully completing all applicable documentation with accuracy upon closing date
• Meet or exceed personal insurance production goals as assigned through a series of referral sources and self-generation

• Personal Lines Insurance sales experience/track record
• RIBO License
• Comfortable and confident with cold selling via email and telephone (preferred)
• Creative ability to influence and negotiate
• Persistent and results-oriented
• Self-starter, highly motivated with the ability to establish sales and retention goals
• Strong communication, presentation, and relationship skills 
• Ability to organize and prioritize work effectively
• Strong attention to detail
• High level of computer skills, knowledge and previous experience working with EPIC by Applied Systems and Compu-Quote – an asset

Category