Are you looking to establish a professional career in a growing industry? Are you seeking advancement and longevity in a dynamic, rewarding environment?
At Duliban Insurance, our tenets of honesty, integrity and hard work inform everything we do - we are committed to delivering exceptional client service in every interaction by combining innovative technology with our deep community roots. As a proud local business with a big vision, we're always looking for passionate individuals to join our award-winning Dream Team and grow with us!
Primary Responsibilities
Completion of Personal Lines and Farm and Commercial billing items
Pathway requests & campaigns
Transactions (cancellation, reinstatement, policy changes and reissue)
Participate in a billing phone queue for direct billing inquiries and payments while answering non-licensed SSK/chat inquiries
Update the Duliban Hub with billing information for each company
Report on cancellations weekly (ex: identifying cancellations & reasons)
Answer/greet and triage incoming phone calls and walk in clients to available insurance professionals across the company in various departments
Manage callbacks for all departments according to their specific procedures
Reconcile/close out batches including e-transfer summaries, cheques and debit payments received over 1-2 days
Prepare mail and courier items as needed
Enter leads into zoho generated from client calls, quote emails and monoline emails for sales teams
Adherence to all company health and safety policies
Perform all other related duties as assigned with a high level of integrity and professionalism
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Requirements
Required Skills & Qualifications
Demonstrates a high degree of professionalism and integrity
Has excellent interpersonal and communication skills
Works well within a team and independently, taking initiative to assist team members where needed
Interacts with patience, enthusiasm and dedication
Pays close attention to detail and multitasks with a high level of organization and accuracy
Approaches learning and professional development with enthusiasm
Possesses a high school diploma or equivalent with 2+ years of customer service experience
This is an on-site position and training will take place in Welland, Ontario.
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Benefits
The Company
Duliban Insurance Brokers is an award-winning third generation brokerage that has been consistently named a top insurance workplace, winner of Brokerage of the Year (2019), and Lincoln's Business of the Year (2022). With offices across Niagara and Haldimand, our team prides itself on helping clients find simple, affordable solutions to all their auto, home, business and farm insurance needs.As a valued Dream Team Member, you receive:Competitive compensation
A benefit package including medical, dental and vision coverage
A health spending account to use at your discretion
RRSP and DPSP Plan
Paid Personal Days
Competitive vacation entitlement
Paid time to volunteer in the community
* Training and development opportunities
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