Insurance Advisor Trainee
Westland Insurance
Portage la Prairie, MB R1N 2E9, Canada
3d ago

What we offer :

  • Competitive salary
  • Comprehensive medical and dental benefits
  • Diverse mix of staff and demonstrated work / life balance
  • Career growth opportunities and continuing education programs
  • The Opportunity :

    The Insurance Advisor Trainee processes auto and travel health insurance transactions, while under supervision. You are committed to developing a career in the insurance industry and is open to learning from others.

    This role makes a positive impression by anticipating and interpreting customers’ needs while taking initiative to provide competent service.

    In this role you’ll :

  • Handle customer service inquiries which are basic and routine
  • Engage with clients, greet them as they enter the office, answer client phone calls and make outgoing phone calls regarding the renewal of insurance policies
  • Maintain positive customer relations and responds to problems and enquiries
  • Use computerized system for tracking, information gathering, and / or trouble shooting
  • May respond to inquiries by referring them to published materials, secondary sources, or more senior staff
  • Shadow an experienced Insurance Advisor in processing clients’ ICBC Autoplan / auto transactions including purchasing, transferring, and terminating coverage
  • Under observation, conducts interviews and enters information in the system for the client
  • Actively work to upgrade skills, knowledge, and qualifications to acquire the level 1 general insurance license within an established timeframe (Financial Support Provided)
  • Here’s what you bring :

  • Demonstrated experience in a sales or customer service environment
  • High school diploma, plus one year of formal education is preferred
  • Working towards Level 1 Insurance license is an asset (Financial Support Provided)
  • A natural ability at building authentic customer relationships
  • Excellent time management skills and the ability to multi-task
  • Demonstrated ability to maintain confidentiality and to exercise discretion
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