Licensed Insurance Agent

Job Description

Description

Your Role

Your success in this role comes from your passion for helping people and your knowledgeable approach. You have strong social skills and genuinely believe it’s fun interacting with new people. You’re good at making real connections with potential clients because you have great listening skills. Once you know what a client needs, you take pride in being able to personalize a policy to those needs and, hopefully, to pass on some savings.

Over 90% of your day is spent on the phone, handling inbound calls and making outbound calls. You never pressure clients into buying a policy, but you’re also not scared to ask for the sale. Dealing with different calls and clients, you tailor your interaction to the situation at hand. And if challenges arise during a call, you take ownership and find graceful ways to deal with them.

One of the things you enjoy most about Square One is the supportive team environment. You’re never set up for failure; instead, you get all the coaching and training that you need to succeed.

Working in Square One’s call centre, you are the first and main point of contact for both potential and existing clients. As such, you have many important responsibilities, including:

• Handling a high volume of inbound calls from clients in a prompt and professional manner.
• Making outbound calls to clients who have received targeted marketing materials.
• Assessing client needs, providing quotes, and ultimately selling policies.
• Promoting Square One and encouraging clients to do the same.
• Responding to online chat and email inquiries from clients.
• Handling