Insurance Solutions Advisor

Make a difference in someone's life today! Be part of a dynamic and growing team that uses innovative technology to provide world-class customer service to travelers around the world. Success requires an intimate knowledge of the products or services, great communication skills, and sales experience. The ability to cross-sell products is also essential. Demonstrated success in sales and customer service is required.

Responsibilities

• Assist the inbound call center in selling accident and sickness travel insurance to new and existing clients, including Canadian and international travelers, students, and expatriates such as diplomats, NGOs, and aid organizations.
• Provide information to customers in response to inquiries regarding products and services, converting a high percentage of calls into sales.
• Meet established sales targets.
• Determine client insurance coverage, calculate premiums, and establish method of payment.
• Provide information concerning group and individual insurance packages, the range of risk coverage benefits paid, and other policy features.
• Understand customer needs and recommend products accordingly.
• Explain product selection rationale to customers and ensure that customers understand eligibility requirements, benefits, exclusions, and definitions.
• Know specific insurance vocabulary and jargon and be able to communicate information in policy wording to customers/proxies.
• Track all client information in CRM.
• Simultaneously use distinct online systems to process quotes and sales.
• Guide customers through the application and confirmation process and send confirmations to customers and/or proxies/affiliates.
• Answer customer inquiries about coverage, emergency assistance, refunds, etc.
• Guide international student policyholders through medical assistance and claims processes, escalating cases where necessary.
• Track and file online purchases when assigned or during slow periods.
• Track affiliate (student/group/agent) information accordingly in the CRM system.
• Understand current product updates/promotions available to clients.
• Complete administrative tasks during slow periods.
• Ability to address issues, provide support, and offer information, to keep customers satisfied and retain business.

Qualifications and Education Requirements

• High School diploma
• 1-2 Years. Previous Insurance/Sales Industry experience
• Prior customer service experience required
• A&S or LLQP license is required.

Necessary Skills and Abilities

• Exceptional verbal and written communication skills
• Bilingual French/English
• Excellent listener
• Ability to handle stressful situations in a calm and professional manner
• Friendly and compassionate demeanor
• Ability to multitask
• Must have computer literacy, strong typing, and internet navigation skills
• Clear telephone voice
• Highly adaptable in times of change