Full-Time Insurance Account Representative Trainee
Jeff Cooke Insurance Agency • calgary, Canada
Role Description
Take the next step in your career as an Insurance Account Representative Trainee in Calgary. This role focuses on delivering excellent service while obtaining your AIC General Level 1 Insurance License.
Join a dynamic environment where your passion for client satisfaction can shine. You’ll become an expert in client follow-up, policy changes, and reviews. The role supports a strong team culture that motivates through best practices and continuous learning, ensuring you have the tools needed for success and advancement.
Key Responsibilities:
• Provide exemplary service to all insurance clients
• Expertly follow up and follow through on client needs
• Clearly explain coverage options and changes
• Conduct policy reviews and renewals with clients
• Delight clients to encourage referrals and loyalty
Requirements:
• Ability to obtain General Level 1 Insurance Agent License
• 1-3 years of superior customer servi...
Join a dynamic environment where your passion for client satisfaction can shine. You’ll become an expert in client follow-up, policy changes, and reviews. The role supports a strong team culture that motivates through best practices and continuous learning, ensuring you have the tools needed for success and advancement.
Key Responsibilities:
• Provide exemplary service to all insurance clients
• Expertly follow up and follow through on client needs
• Clearly explain coverage options and changes
• Conduct policy reviews and renewals with clients
• Delight clients to encourage referrals and loyalty
Requirements:
• Ability to obtain General Level 1 Insurance Agent License
• 1-3 years of superior customer servi...