Search IBANS

Job Description / Duties

• Providing professional, courteous and respectful customer service to clients looking to access or update policy information or file insurance claims.
• Proactively converting new insurance leads into customers using company sales processes and workflows.
• Accurately entering, updating, and maintaining customer and prospect data in the company’s lead and broker management systems as well as insurer portals.
• Building strong relationships with customers to drive loyalty and increase retention.
• Engage the customer proactively in their renewal process making it is as simple as possible for customers while driving retention.
• Maintain a number of KPIs (key performance indicators), relating to new business sales, service level standards and retention.
• All other assigned tasks as needed.

Qualifications / Required Skills

• An elevated ability to trouble-shoot and solve problems quickly and professionally.
• A valid Nova Scotia Insurance License
• 2+ years of experience selling and/or servicing personal insurance.
• Post-secondary degree / diploma or equivalent experience would be an asset (though not required)
• Strong initiative with a desire to succeed
• Sales and goal oriented, with strong self-motivation
• Team player who enjoys interacting with colleagues and empowers others to succeed, ability to support other staff members to ensure team goals are achieved
• Strong computer skills, including proficiency using one of the leading broker management systems – experience with Applied Epic or Agency Manager (TAM) BMS would be preferred, (though not required)
• Ability to prioritize tasks to accomplish steep goals in a fast-paced environment
• Ability to be flexible and adapt to change
• Positive attitude, confident and competitive

Additional Information

Benefits of Joining the WCL Bauld Team

• Competitive base salary with uncapped commission potential on new premiums and bonuses for maintaining KPI’s.
• Competitive benefits package, including dental coverage and a RRSP plan
• Ability to join one of Nova Scotia’s most progressive insurance brokerage teams

Salary: $50K +

Contact Information

Sean Murray - Business Development Manager
smurray@wclbauld.com

Employer Profile

Award winning and leading independent general insurance brokerage offering clientele an unsurpassed level of expertise, and overall customer experience in the insurance marketplace. Where independence, advocacy and consumer choice are taken seriously - clientele are more than just renewals, they are relationships with people who have come to trust our role in providing them with protection.