Job Description

Customer Service Representative - Personal Lines/Auto Broker

We are looking for someone who wishes to grow and develop in their insurance career. A customer focused individual striving to meet and exceed customer expectations. Work with an experienced sales manager to support your career growth.

Customer Service Representative - duties and responsibilities

Research and source potential clients and build long-term relationships with them Persuade prospective clients to engage in a phone/email discussion and/or meeting to discuss insurance products Advise clients on the insurance policies that best suit their needs Customize insurance programs to suit individual clients Deliver approved policies to new clients and explain benefits and risks of the policy Re-assess the policy needs of existing clients after life-changing events and/or on renewal Fill-out and submit applications, issue quotes, maintain client records and prepare reports Keep abreast of industry and market trends and best practices

Other responsibilities may include:

Assistance with maintaining control of inventory items (autopac and otherwise)

Assisting clients through the claims process

Promoting brokerage brand within community

Other duties as assigned

Qualities of successful CSR's

Excellent communication and presentation skills Resilient spirit and a persistent nature Impeccable interpersonal skills and friendly attitude Well organized with time great management abilities
Qualifications:

General Insurance License Level 1 or 2 from the Insurance Council of Manitoba preferred. Working knowledge and experience with Autopac and Portal use. Excellent mind for customer service, sales and community.
Working knowledge of a broker management system, Microsoft Office applications.

Minimum of 2 years of related or similar work experience within the insurance industry.

Desire to expand knowledge and strive for continuous growth and improvement in an ever-changing industry

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About Ball Insurance Agency

Since 1953, our trusted advisors have been helping customers find insurance products to protect their most valuable assets. Our local, community minded brokerage prides itself on customer service. Join our team and experience the difference.

Job Types: Full-time, Permanent

Pay: $40,000.00-$50,000.00 per year

Additional pay:

Commission pay
Benefits:

Dental care Extended health care On-site parking Paid time off Vision care
Schedule:

8 hour shift Day shift Monday to Friday Weekends as needed
Ability to commute/relocate:

Winnipeg, MB R2C 1P9: reliably commute or plan to relocate before starting work (required)
Education:

Secondary School (preferred)
Experience:

Customer service: 1 year (preferred)
Licence/Certification:

General Insurance License (preferred)
Work Location: In person