Insurance Broker Csr Jobs in Manitoba

Manage payment process which could including credit, check and cash handling

Previous experience interacting with customers

Computer Skills that include ability to navigate multiple computer programs at the same time

WOW every customer through all phases of the repair process

Ensure insurance partners and customers are supported in a timely and professional manner

Build relationships with customers by effectively responding to calls, text messages, and walk-in business

3+ Years insurance experience with account management

Excellent decision-making skills and strong product knowledge

Develop and continually improve skills in sales and product competencies to best support both Account Executives and customers

Excellent attention to detail and strong customer service skills

Excellent verbal and written communication skills

Support high producing Account Executives by completing the application and underwriting process, and maintaining continual sales growth and client retention

Experience working in a remote environment is an asset

Deliver exceptional customer experience primarily through phone and email, along with the occasional use of live chat.

Ensure MogoMembers are educated about Mogo’s entire suite of products and understand the benefits

Reliable internet connection and a quiet, private place to work from home

Intermediate experience using multiple computer systems such as Excel, PowerPoint, Word, and Outlook

Experience working in a call centre environment a plus

Manage walk-in queries, sales, and up-selling of products to new and existing clients

Remain up to date on product knowledge and build relationships with insurance providers

Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

Experience achieving sales targets individual and as a team

Strong sales and communication skills

Working experience in EPIC an asset

A driven mindset with impeccable time management skills and a superior work ethic

Attend regular product training sessions with other CSR team-mates and upper-level management

Engage in communication with customers directly, be an expert on all product knowledge and educate them on their desired product inquiry

Communicate the features and benefits of specific products/services based on individualized needs

1-2 years of experience in a customer service or sales role is highly recommended

Excellent communication skills, both verbal and nonverbal

Act as point of contact for the broker to raise and resolve ad hoc issues that require escalation to management

A university degree with or equivalent education/experience.

Track record in sales, relationship management and new business origination

Understand Managed Brokers strategy in-country and across the region and communicate internally with appropriate stakeholders

Build and manage deal pipeline with distribution partners ensuring alignment with underwriting teams

Work with underwriting to execute portfolio priorities with managed brokers in the respective markets

Manage queries and up-selling of products to new and existing clients

Remain up to date on product knowledge and build relationships with insurance providers

Knowledge of each Insurance Company’s products, endorsements, packages and payment plans

Experience supporting sales targets as an individual and as a team

Strong communication skills, both written and verbal

Working experience in EPIC an asset

Knowledge of Medical terminology (course completed or in progress)

Excellent listening and communication skills

Strong keyboarding skills with high level of accuracy

Handle inbound and outbound calls to obtain medical information from applicants

Process requests for additional information from underwriters

Respond to calls in a timely and professional manner

Strong computer and data entry skills

Minimum 2 years of customer service or call center experience

Strong customer services and interpersonal skills

Set up new donor records in fundraising database, Raiser’s Edge.

Update donor information and track all points of contact with donors via Raiser’s Edge donor database.

Send out information packages and materials requested by donors.