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Personal Insurance Advisor - Client Assist Team - Rogers Insurance

Nov 6, 2022

 

At Rogers, we take a human approach to insurance.

 

We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, a dog-friendly office, popcorn and slushies’ every Friday and all sorts of wacky themed staff celebrations throughout the year. Not to mention our annual ‘Dream’ program that awards four lucky employees with up to $10,000 each towards their dream, whatever it may be…

 

We also happen to sell insurance…..want to work with us?

 

Personal Insurance Advisor, Client Assist Team

 

The Client Assist Team is dedicated to servicing the needs of personal lines clientele.  As a team, they will successfully manage a book of monoline accounts with a focus on service and cross selling the account.  Other duties include: facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.

 

LOCATION AND STATUS

Calgary, AB

Full-time, permanent

 

QUALIFICATIONS

  • 1+ years of related experience in insurance industry with working knowledge of personal lines products;
  • Minimum Level 1 Alberta General Insurance License
  • Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline or an equivalent amount of relevant experience in a similar role is an asset
  • CIP designation, or working towards is considered an asset

 

VALUES & COMPETENCIES

  • High degree of professionalism and integrity
  • Superior communication skills
  • Committed to excellence in customer service and builds strong relationships at all levels
  • Skilled user of the Microsoft Office Suite of products
  • Familiar with insurance customer relationship software
  • Demonstrated accountability and reliability in the quality and timeliness of work
  • Able to prioritize in a busy environment in order to meet tight deadlines
  • Flexible and adaptable with proven problem-solving skills
  • Works well within a team and independently
  • Critical thinker with attention to details

 

Rogers Insurance Ltd. is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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