Sales Advisor - Newmarket
Cut your commute
Work for a reputable brokerage with high income potential
RIBO a must
The role of the Sales Advisor is to perform all New Business requirements as directed by the Personal Lines Sales Manager. These duties include, yet are not limited to achieving sales objectives, answering incoming ACD calls and website leads, qualifying prospects, providing accurate quotes, cross selling other lines, following up on all leads, and responding to internal inquiries.
Achieve or exceed sales targets set out by the Personal Lines New Business Manager.
Be available to answer incoming ACD calls, contributing to meeting the department standards for service levels and abandonment rates.
Provide accurate and appropriate quotes to all qualifying customers.
Follows New Business process as per the manual.
Respond to Hotline leads received via e-mail according to the departmental standards.
Respond to customer calls and e-mails as per current standards.
Follow up on all x-dates and mono line lists as per departmental standards.
Handle all calls in a professional manner and meet or exceed required scoring on monthly call coaching.
Obtains all necessary items required with the new policy (e.g. photos, questionnaires, DTC etc.) as per guidelines.
Maintain suspenses within current standard levels.
Document all files immediately upon completion of interaction with customers.
Attach all calls to SigXP from BlueButler.
Adhere to E & O standards for documentation (abbreviation list must be followed, standard documentation guidelines followed).
Accurately completes all application, reports, questionnaires and forms required for all new policies sold.
Follows underwriting referral process set out by the company.
Handles underwriting returns and/or e-mails as per departmental standards
Maintains a positive attitude, a high standard of business ethics/values and demonstrates motivating, visual and verbal support for Buckley Insurance and its team members.
Attend weekly team meetings and contributes in a positive manner.
Maintains a good level of knowledge of any regulations relating to the industry.
Supports the implementation of change within Buckley Insurance.
Provides positive feedback/suggestions to manager/team leader on how to improve client relationships, service and minimize errors and omissions exposures.
Develops positive and professional working relationships with staff, clients, and business contacts.
Contributes to claims service by carrying the after hours emergency claims pager approximately one week in every 40 weeks.
Ensures RIBO education hours are maintained annually and keep RIBO license in good standing order.
Performs all other duties deemed necessary by the Team Leader and/or Manager.
• Has or actively working towards their CIP and/or CAIB.
• RIBO license is active and in good standing.
• Has a valid Ontario driver’s license.
• Excellent interpersonal and communication skills.
• Ability to organize and prioritize work effectively.
• High level of computer application skills (MS Office, Internet, e-mail, contact management programs, Excel, Compuquote, Company portals, Sig-XP, Dok-XP, BlueButler, etc.)
Interested candidates, please contact Antonella Leone at firstname.lastname@example.org or 416-868-6711 x 226. If you are working with another DGA Recruiter, feel free to ask them about this position.
Founded in 1986, DGA Careers specializes in providing insurance recruiting services to major insurers, insurance brokerage firms and independent adjusting firms. DGA Careers assists qualified professionals in claims, underwriting, sales, customer service, and more, connect with the Canadian insurance industry at all levels. We endeavour to respond to each applicant in a timely manner.