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13 May 2022

Full-Time Customer Service Representative 3

Interior Savings Credit Union – Posted by Interior Savings Insurance Kelowna - Rutland Branch

Job Description

Maintains personal lines business, pro-actively sells and services personal and Autoplan products.  Responsible to process client renewals, handles potential problem renewals, solicits, maintains and follows up on expiring client policies for cross-selling and account development purposes, and informs clients of upgrades on products and services.  Proactively manage client relationships; pursue internal opportunities, referrals, and external business growth opportunities.  Foster business development through service excellence and product knowledge.  Actively solicits referrals to commercial lines representatives, wealth management specialists and credit union sales staff; cross sells all agency and credit union products to insurance clients. Referrals of more complex insurance requests to the Branch Manager or designate.  Maintains established procedures with respect to confidentiality, negotiable items, cash transactions, equipment and surroundings to meet safety, legal, and procedural requirements.  Develop and maintain a strong image within the community.  Maintains a professional standard of conduct at all times while promoting a positive image of the Insurance Agency and its’ affiliates.  Other duties as assigned; assist other staff as required.

How to Apply

For more information or to apply for this position please visit our website: We thank all applicants for their interest and will contact short-listed candidates only.

Job Categories: Personal Lines. Job Types: Full-Time.

Job expires in 14 days.

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