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Heritage Insurance is a leading insurance broker with our office located in Moose Jaw. We have been in operation for 34 years, and every day of that time has been spent in the business of protecting our clients. Our clients depend on us to protect their businesses and their families. Our entire Protection Team is dedicated to making sure that our clients are getting world class customer service every day.
What are we looking for in a candidate?
You need to be outgoing and confident and exude energy and enthusiasm. You are articulate. You should have a good sense of humor and a co-operative attitude. You are ethical and honest, even when no one is watching. You are punctual. You look for solutions, not excuses. You are an avid learner and extremely resourceful in finding solutions. You are a problem solver not a problem reporter.
What will your role look like?
Assist with servicing and processing duties
Cross selling of suitable products to clients
Renewing and reviewing existing policies
Navigating company portals to locate and obtain information
Assist clients with any questions or concerns
Increase knowledge on insurance companys products and packages
The effect that technology will have on the insurance industry for years to come is not lost on our company and we are working hard to stay ahead of the curve.
What qualifications do we require?
Level 1 General Insurance License
Experience using TAM
Sales and service experience
Maintaining a commitment to excellent customer service
Essential Skills
- Reading text
- Document use
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
Type Of Clients
- Insurance company
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