Insurance Sales & Service Advisor

Job Description

Job Description

Job Title: Insurance Sales and Service Advisor

Compensation: Salary $50,000- $55,000 + Commissions

Work Model: In office

Location: Ajax, ON

About our client:

We are a leading insurance company committed to providing exceptional service and innovative solutions to our clients. With a long-standing reputation for excellence, we strive to simplify insurance complexities and offer peace of mind to our customers.

Job Summary:

We are seeking a highly motivated and customer-centric Insurance Sales and Service Advisor to join our dynamic team.

In this role, you will be responsible for offering tailored insurance solutions, providing outstanding service, and fostering long-term client relationships. Additionally, you will play a key role in enhancing our community engagement and social media presence.

Key Responsibilities:

• Provide Home, Auto, and Life Insurance solutions tailored to client needs.
• Develop leads, identify opportunities for cross-selling and upselling for various insurance products.
• Schedule appointments and hold value-driven conversations with potential and existing clients.
• Develop strong relationships with key COI (Center of Influences)
• Deliver exceptional customer service, addressing inquiries on policies, claims, and billing with a friendly, solutions-oriented approach.
• Collaborate with the Agent and team to execute marketing strategies and achieve ambitious sales goals.
• Maintain detailed and accurate client records and documentation.
• Stay updated on industry trends, product offerings, and regulatory changes.
• Actively participate in community events and initiatives to promote the company’s presence and brand.
• Develop and manage social media content to engage with clients and the broader community.

Qualifications:

• General Insurance Licence ( OTL or RIBO)
• LLQP or working towards.
• Comprehensive understanding of insurance products and services.
• Proven track record of achieving or exceeding sales goals.
• Excellent communication and ability to build strong client relationships.
• Problem-solving mindset and the ability to multitask in a high-energy environment.
• Attention to detail with excellent organizational skills.
• Proficiency in using CRM software and social media platforms.
• Ability to work independently as well as part of a collaborative team.
• Experience in community engagement and social media management is a plus.

What We Offer:

• Competitive salary and commission structure.
• Comprehensive benefits package, including health and dental coverage.
• Continuous training and professional development opportunities.
• Supportive and inclusive work environment.
• Opportunities for career growth and advancement.

How to Apply:

If you are passionate about helping clients find the right insurance solutions, and thrive in a dynamic and collaborative environment, we would love to hear from you.