The Commercial Insurance Agent supports Interior Savings’ vision by developing valued relationships with existing and potential new commercial clients and delivers superior service by maintaining regular client contact, remaining consistent with corporate policies and procedures, and facilitating referrals to appropriate Interior Savings staff.
PRINCIPAL DUTIES AND RESPONSIBILITIES :
Develops, maintains and grows branch commercial lines portfolio and ensures existing business is maintained. May also be required to sell and maintain personal lines and other products for commercial clients.
Performs all duties associated with commercial accounts and liaises with clients regarding their needs
Follows up with current clients to ensure appropriate coverage’s, insurance company requirements, renewals, claims and premium payments are in place
Develops and maintains knowledge of insurers and their appropriateness for underwriting various types of risk and packages materials for marketing purposes
Maintains accurate computer records including client data, proposals, quotations, binders, renewal lists, claims, invoicing and correspondence
Keeps current with market trends, and maintains knowledge level and required licensing to sell commercial lines insurance
Identifies and develops sale and service opportunities with potential new clients. Enhances valued relationships with existing clients
Maintain established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal and procedural requirements.
Develop and maintain a strong image within the community
Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency.
Other duties as required; assist other staff as required.
Work is varied and occasionally complex; sound judgment is required in choosing from a wide variety of guidelines Skills and Requirements Education
Level 2 License
CAIB 1 or Fundamentals of Insurance
CAIB 2 and 3
High School diploma / Grade 12
3-5 years of job related experience in an insurance agency selling personal lines.
Good comprehension of all personal, Autoplan and commercial insurance products and services.
Closing Date Until Filled Location Kelowna Job Type Full-time Reference Number 18-13 Apply Now To apply for this position, please email your resume and cover letter to recruitment interiorsavings.com
In the subject line, please indicate the reference number, job title and location.