Insurance Solutions Advisor

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About InsureMyInsureMy is a unique full service Insurance brokerage start-up, owned by industry veterans, using new and emerging technologies to provide customers and prospects with insurance/technology solutions helping them better

understand and manage their insurance costs. We are looking for people with the right aptitude and attitude to grow with us to new experience levels and change the insurance industry!

Job Summary

We are continuing to look for team members who want to change the insurance conversation. Let’s stop focusing just on price and help customers and prospects understand and control insurance costs through unique products and services!

The Insurance Solutions Advisor (ISA) role is the central role in changing the insurance conversation. Sure, we still sell and service insurance but how we do it is different. The ISA position is responsible for frontline relationship management between InsureMy, its prospects, and its customers.

Major Duties

  • Use Salesforce to engage customers and prospects by presenting information they are interested in, when they want to hear about it
  • Engage customers and potential customers in a conversation about how they want to be connected in a connected world
  • Demonstrate knowledge, or a willingness to obtain knowledge, on how the IOT opens up new conversations about insurance solutions
  • Produce new business either through InsureMy marketing strategies or account development from existing customers
  • Assist all customers with the identification of their insurance needs and options
  • Arrange coverage(s) to adequately protect all customers from possible loss
  • Obtain complete details of customer claims and relay this information to the insurer
  • Arrange policy changes including new business, cancellations, renewals and endorsements
  • Assist any customers requesting help based on position in the phone / salesforce / service queue
  • Strive for maximum account retention
  • Follow InsureMy communicated / documented policies for all procedures related to customer service
  • Understand and complete ratings for all types of policies and coverages sold
  • Have full knowledge of, and operate within, the binding authority of represented insurers
  • Ensure that accounts receivable are kept current and appropriate and procedures follow InsureMy standards
  • Fully utilize available technology in order to maximize efficiency and provide optimum customer service
  • Take all steps necessary to prevent the possibility of a claim due to an error or omission
  • All other duties as defined from time to time

PREREQUISITES

Education

  • Post-secondary education preferred but high school graduation required
  • AIIC designation or actively pursuing to achieve same
  • Ongoing required education hours for licensing

Experience

  • Three years industry experience or equivalent education
  • Minimum Level one general Alberta insurance license Level two within 3 months of hire
  • Licensed in other provinces a definite advantage

Competencies

  • Exceptional / Proven Customer orientation
  • Performance driven
  • Organized
  • Team and people focus