Commercial Insurance CSR
- Nouvelle-Écosse
- Permanent
- Temps-plein
Elmsdale, Nova Scotia
Reference #JL-CAL-8414Rooted in local values, Caldwell Roach is an independent brokerage who collaborates with Canada's top insurers to bring you an array of choices, exceptional value, and security. They have a dedicated team of workers spread across four Nova Scotia offices. Their commitment extends beyond policies and premiums. They work to safeguard your family, assets, and dreams with custom-fitted insurance solutions. Caldwell Roach embodies local spirit through active community participation and maintains a steadfast commitment to personalized, professional services.On behalf of our client, we are currently recruiting for a Commercial Insurance Customer Service Representative to join their team of dedicated professionals in Elmsdale, Nova Scotia.This position provides clients with the best insurance coverage and protection available via phone, walk-in or digital communications. They leverage technology and our Broker Management system and insurance company portals to process policy changes, prepare insurance quotes, review renewals, and sell, upsell and/or cross sell insurance policies.Responsibilities:
- Provide exceptional best in industry client experience each and every time for new and existing clients.
- Be available to clients on Commercial Lines Phone Queue, through email and walk-ins.
- Build relationships and know clients' needs through meaningful communication, asking insightful and purposeful questions.
- Provide clients with the best insurance coverage and protection available.
- Leverage Broker Management system and insurance company portals to prepare insurance quotes and sell, upsell and/or cross sell insurance policies.
- Prepare and review renewals with customers and remarket policies as required.
- Connect with insurers and underwriters to discuss and submit risks.
- Process policy changes and endorsements on insurance company portals.
- Report, document and follow up on claims on behalf of customers.
- Assist your teammates in ensuring our clients have achieved the best insurance experience possible.
- Adhere to internal standardized procedures, standards, policies.
- Leverage technology and peers to best support team and client.
- Think about how we can do better and be more efficient.
- Keep communication open in a solution focused approach.
- Be a Caldwell Roach Brand ambassador in all communication to clients and companies/partners.
- Be a contributing member of team by participating in team meetings and initiatives.
- Other sales or service projects as required.
- Commercial insurance experience 2-4 years minimum.
- Exceptional customer service philosophy with demonstrated customer service skills.
- Not afraid to ask curious questions and look for opportunities in the best interest of the customer.
- Very strong attention to detail.
- Self-motivated with a solid work ethic and desire to achieve.
- Strong multi-tasking and time management skills.
- Excellent written and oral communication skills.
- Highly proficient and comfortable with technology.
- Dedicated team player.
- Desire to learn and continually develop skills.