This role is accountable for initiating renewal calls to existing clients and being a first point of contact for client inquires, all while sourcing opportunities for cross selling/upselling/referrals.
Goal of Role:
Personal insurance targets are achieved through the successful engagement and retention of existing clients. Creating trusted Client experiences that are built on keeping them informed about changes within the insurance industry
Education, Work Experience, Certifications & Designations
5+ years’ experience servicing insurance clients as CSR or equivalent
Understanding of TAM and Compu-quote
Portal knowledge(asset) including Intact, Aviva, RSA, Intact, Gore, Unica, Travelers, Economical