Insurance Agent - Level 2

Company Description

S&S Insurance Services Inc. is a proud family-owned and operated business that has been serving the community since 1992. Our team has been recognized with the "Commercial Broker of the Year 2018" award for our commitment to excellence in insurance services. With a strong focus on customer service and community involvement, we offer a wide range of insurance products for businesses and families.

Role Description

This is a full-time on-site role for an Insurance Agent - Level 2 at S&S Insurance Services Inc. located in Delta, BC. The Insurance Agent will be responsible for insurance sales, brokerage, financial analysis, and providing exceptional customer service on a day-to-day basis.

RESPONSIBILITIES:

• Maintain and enhance relationships with our existing personal lines book of business clients.
• Front line contact to assist our clients with all policy reviews and changes to coverage to best suit their need and preferred method of contact. From quoting to carrier portal changes and billing, you will be the entrusted broker to enhance loyalty and client engagement with our brokerage.
• Prepare renewal reviews with multiple markets with features and strategies to enhance broker loyalty and retention.
• Liaise between client and external insurance partners, underwriting negotiations and planning with client and carrier for optimal retention and satisfaction.
• Service journey will identify opportunities and foster leads following service cycle from monoline to networking and referrals.

QUALIFICATIONS:

• RIBO Licensed (preferred/must be able to obtain)
• Service experience, preferably with more than 2 years of industry and insurance experience, servicing, and broker support knowledge
• Ability to negotiate, resolution striving to exceed service and retention targets
• Strong time management, communication, decision making, client relations, presentation, and organizational skills
• Energetic, flexible, collaborative, and proactive; a service broker who can positively and productively impact both strategic and tactical personal lines brokerage initiatives
• Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with clients and PIB team members
• Attention to detail
• Excellent computer skills and proficiency with Broker Management System (EPIC, Applied Rating Services)



BENEFITS AND PERKS:

• You will enjoy a very competitive compensation model
• A comprehensive employee group benefits package (health, dental, disability, life and travel)
• Flexibility within the role, hours, and office locations