location_0_addressRegionName

location_0_addressCountryName

OFFSITE

UNKNOWN

jobPosting hiringOrganization as json hashed.

ADAPTED_NOW

Insurance Advisor

Youwillberesponsibletoassistyourmentoringadvisoroncompletingandprocessingclientchangestoexistingcoveragesandpolicies,aswellasfollowapre-determineddevelopmentplanwhilesupportingtheteam,inordertoeventuallybepromotedtoaLevel#2AdvisorafterminimumofOneYear. Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing conﬁrmations, and reinstatement conditions.

Salary

ACTIVE

YEAR

Kevin J Carruthers Insurance AgencyLevel 1 Licensed Client Care AdvisorReports ToThe Job will report to the Agent and/or Level #2 AdvisorsJob OverviewThisroleisoneofa Level#1ClientCareAdvisorandisgearedtowardsanewlylicensedindividual(Under2YearsIndustryExperience)thatwillallowthecandidatetogainexperienceandknowledgewhilebeingmentoredbyamoreseniormemberofourteam.Youwillberesponsibletoassistyourmentoringadvisoroncompletingandprocessingclientchangestoexistingcoveragesandpolicies,aswellasfollowapre-determineddevelopmentplanwhilesupportingtheteam,inordertoeventuallybepromotedtoaLevel#2AdvisorafterminimumofOneYear.Responsibilities and Duties<ul><li>Ability to Manage a small client base, with your own “Book of Business” with a list of assigned clients (approximately 250) that will be your responsibility. Managing, Growing and Retaining this relationship</li></ul><ul><li>Deliver Second to None Client Experience while learning and adhering to all Agency Processes and Tools that are available to you.</li></ul><ul><li>Manage and assist with “Active Claims” daily follow ups and assist clients with questions and concerns withtheir open claim. Coordinate assistance with the Claims Rep assigned to each case and helpprovide routine updates to clients on their situation on an ongoing basis.</li></ul><ul><li>Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing conﬁrmations, and reinstatement conditions. Each task to be followed and pended until policy is active and not in danger of losing coverage</li></ul><ul><li>Work alongsideadesignatedLevel#2mentoring Advisor andassistthem dailyonfinishingand processingchanges ontheir behalf.Cordinatingnecessarydocumentretrieval inorderto processthese changes andcorresponding with clients to gather informationrequired /provideconfirmation.</li><li>Actively Market Auto Loan product through Claims (Total Losses) and Pivot to Life Insurance Appts daily.</li><li>Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual performance targets in both pivoting and Appointments being held</li><li>Managing your own “ongoing” activities daily and being able to recognize those that are more urgent and time sensitive, while also setting proper client expectations</li><li/><li>Promoting our Business daily with existing clients through Google reviews and “Asking Daily”</li></ul>        Receive positive NPS (Net Promotor Score) on returned surveys based on your client interactions        Actively & Proactively assist agency in retaining our clients and book of business through our “SIGNiﬁcant Event” Retention process        Solicit Referrals Daily from Client Base to Assist Agency in identifying new prospectsQualiﬁcations Necessary<ul><li><ul><li>Organization & Ability to Work in Fast Paced Environment</li><li>Ability to work with basic computer “client based” and oﬃce/email software</li><li>Positive Outlook and Outgoing Personality. Ability to Build Relationships</li><li>MUST HAVE EITHER ACTIVE OTL or RIBO LICENSE / IF UNLICENSED YOU WILL HAVE MAXIMUM 90 DAYS TO SECURE LICENSE (OTL)</li></ul></li></ul>Agency Expectations / Performance Review<ul><li><ul><li>Trial Contract for Up to 90 Days Initially followed by Permanent position oﬀer once Licensed</li><li>AttendanceRecordneedstobepositiveinordertomaintainposition. </li><li>Ability to “Mesh” with the team in a positive fashion and add to the posi=ve work atmosphere will be measured in order to maintain position</li><li>Key Measurement of Performance will be Ability to manage this role with a trend of needing less supervision, as well as your ability to Add to our Client Experience in aPositive Fashion.</li></ul></li></ul><ul><li><ul><li>Reviewstobeconducted3 times per year after Permanent Contract</li><li>Ability to be Promoted to Level #2 Advisor after 6 months.</li></ul></li></ul>Compensation & Rewards Package<ul><li><ul><li>Base Salary starting at $42,500 ($40,000 if Unlicensed) with full Medical & Dental Benefits after 90 Days</li><li>Commission Plan paid semi-monthly along with monthly bonuses available that total up to $525 per month</li><li>Opportunity to be promoted to Level #2 Advisor after Minimum 1 Year (6 months if you already have 2 Years Industry Experience)... Level #2 comes with salary increase to $45,000 and monthly bonus plan of up to $1500</li></ul></li></ul><ul><li><ul><li>You will be working with two dedicated Level #2 Advisors closely that will be available for support and assist in your development.</li></ul></li></ul>

Kevin Carruthers - Desjardins Insurance Agent

Level #1 (Licensed) Insurance Advisor

salaryMin

salaryMax

payPeriod

currency

TalentNest

It is crucial that our clients receive exceptional Client Experience during each interaction to help solidify and retain our book of business as well as proactively looking for opportunities to Multi-Line and Grow our book of business through pivoting to new opportunities and acquiring referrals. Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing conﬁrmations after changes, and reinstatement conditions.

Kevin J Carruthers Insurance AgencyInsurance Licensed Client Care AdvisorReports ToThe Job will report to the Agent and/or Office ManagerJob OverviewThis role is one of a Level 2 Client Care Specialist that will focus their position towardshandling all aspects of their designated clientele and evolving this relationship with each of them. It is crucial that our clients receive exceptional Client Experience during each interaction to help solidify and retain our book of business as well as proactively looking for opportunities to Multi-Line and Grow our book of business through pivoting to new opportunities and acquiring referrals.Responsibilities and Duties<ul><li>Ability to Manage your own “Book of Business” with a list of assigned clients (between 1000 and 1500) that will be your responsibility. Managing, Growing and Retaining thisrelationship</li></ul><ul><li>Deliver Second to None Client Experience while following and adhering to all Agency Processes and Tools that are available to you.</li></ul><ul><li>Manage all “Active Claims” daily follow ups and assist clients with questions and concerns with their open claim. Coordinate assistance with the Claims Rep assigned to each case and help provide routine updates to clients on their situation on an ongoing basis.</li></ul><ul><li>Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing conﬁrmations after changes, and reinstatement conditions. Each task to be followed and pended until policy is active and not in danger of losing coverage (You will be assigned a designated Level #1 Advisor that will report to you and support you with billing follow ups & Other tasks)</li></ul><ul><li>Actively Selling and Looking for Opportuni=es to grow our policy base by adding products to each household that were not present before. Auto Property and Financial Services</li></ul><ul><li>Actively Market Auto Loan product through Claims (Total Losses) and Pivot to Life Insurance Appts daily.</li></ul><ul><li>Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual performance targets in both pivo=ng and Appointments being held</li></ul><ul><li>Managing your own “ongoing” activities daily and being able to recognize those that are more urgent and time sensitive, while also seXng proper client expectations</li></ul><ul><li>Promoting our Business daily with existing clients through Google reviews and “Asking Daily”</li></ul><ul><li>Receive positive NPS (Net Promotor Score) on returned surveys based on your client interactions</li></ul><ul><li>Actively & Proactively assist agency in retaining our clients and book of business through our “SIGNiﬁcant Event” Retention process</li></ul><ul><li>Solicit Referrals Daily from Client Base to Assist Agency in identifying new prospects</li></ul>Qualiﬁcations Necessary<ul><li><ul><li>Organization & Ability to Work in Fast Paced Environment</li><li>Ability to work with basic computer “client based” and oﬃce/email software</li><li>Positive Outlook and Outgoing Personality. Ability to Build Relationships</li><li>MUST HAVE EITHER ACTIVE OTL or RIBO LICENSE AND MINIMUM 2 YEARS EXPERIENCE</li></ul></li></ul>Agency Expectations / Performance Review<ul><li><ul><li>Trial Contract for Up to 90 Days Initially followed by Permanent position oﬀer once Licensed</li><li>AttendanceRecordneedstobepositiveinordertomaintainposition. Job is IN OFFICE ONLY... No Option for Remote or "Work from Home"</li><li>Ability to “Mesh” with the team in a positive fashion and add to the positive work atmosphere will be measured in order to maintain position</li><li>Key Measurement of Performance will be Ability to manage this role with a trend of needing less supervision, as well as your ability to Add to our Client Experience in aPositive Fashion.</li></ul></li></ul><ul><li><ul><li>Reviewstobeconducted3 times per year after Permanent Contract</li><li>Ability to be Promoted to Product Specialist (Sales Roll) once development permits.</li></ul></li></ul>Compensation & Rewards Package<ul><li><ul><li>Base Salary starting at $45,000 with full Medical & Dental Benefits after 90 Days</li><li>Commission Plan paid semi-monthly along with monthly bonuses available that total up to $1500 per month</li><li>Annual Bonus up to $5,000 Based on Individuals Results</li><li>4 DAY WORK WEEK AVAILABLE BASED ON PERFORMANCE METRICS</li><li>Monthly, Quarterly, and Annual Team Incentives & Promotions rewarded with Travel and Other Cash Prizes and/or Events</li><li>You will be assigned a Dedicated Level #1 Advisor that will report to you and support you with your Administrative & Processing Duties & Be Responsible to Assist in their Development</li></ul></li></ul>

Level #2 Licensed Insurance Advisor

Promotor jobs in Stittsville on your radar? Discover the right opportunities for you and apply quickly and easily today!

Promotor Jobs in Stittsville

Kevin Carruthers - Desjardins Insurance Agent

Kevin Carruthers - Desjardins Insurance Agent