Customer Service Insurance Agent

The Customer Service Insurance Agent role supports Interior Saving’s vision by developing valuable long-term relationships with clients, pro-actively determining and filling their insurance needs and providing them sound advice with high quality, tailored insurance solutions to meet their needs. 

What you'll do:

• This role 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.

A little about your qualifications (Willing to Train):

• Good comprehension of all personal and autoplan insurance products and services.


• Job related experience in an insurance agency selling personal lines.


• Fundamentals of Insurance required


• Canadian Accredited Insurance Broker Level 1 required


• Canadian Accredited Insurance Broker Level 2 preferred


• Canadian Accredited Insurance Broker Level 3 preferred  

What we offer: 

• Favorable vacation benefits - paid time off to recharge!


• Attractive extended health care, dental coverage and disability coverage


• Employee Assistance Programs


• Employer paid training/education and opportunity for advancement


• Employer sponsored RRSP contributions


• Special banking perks, including mortgage and lending perks


• Quarterly bonus based on performance in addition to salary


• Work-life balance - 35.5 hours per week

The salary range for this position is $41,959.58 to $60,678.02 and starting salary will be based on related education, licensing, training and experience. This position will work 35.5 hours per week.