Insurance Optimization Intern at The Auto Club Group developing dashboards for auditing projects and insurance optimization initiatives. Collaborating across business lines for meaningful insights and growth opportunities.
About the role
- Bilingual Licensed Insurance Advisor selling Health & Dental, Travel, and Life Insurance. Handling inbound and outbound sales calls while assisting clients through online channels.
Responsibilities
- Handling inbound calls from new clients interested in Health & Dental, Travel, and Life Insurance
- Making outbound calls to clients who have shown interest in discussing options
- Assisting clients through online chats and other digital channels
- Providing advice, discovering client needs, and offering solutions
- Accurately recording needs analysis and other client information
- Meeting sales, quality, and compliance measures
- Building rapport with clients through personalized service
- Supporting various marketing/sponsor campaigns
- Being the voice of the customer and sharing feedback
Requirements
- Fully bilingual (French/English)
- High-energy individuals with excellent communication skills
- Active listening skills
- Motivation by sales targets
- Persuasion and negotiation skills using a consultative sales approach
- Strong attention to detail
- Proven problem-solving skills
- Ability to navigate multiple programs/screens
- Insurance experience dealing with Accident & Sickness and Life Insurance preferred
- Telephone sales or call centre experience preferred
- Post-secondary degree or equivalent business experience considered
- Familiarity with Salesforce or other CRM tool preferred
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans (including pension and share ownership plan with matching contributions)
- Financial education and counseling resources
- Generous paid time off program including holidays, vacation, personal, and sick days
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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