LICENSED INSURANCE ADVISOR (LIA) – INDIVIDUAL DIRECT CHANNEL

The Licensed Insurance Advisor (LIA) will be responsible for supporting potential and existing Individual insurance clients and meeting sales and retention targets through GreenShield’s in-house sales centre. This includes new client acquisition, client retention, relationship building, and supporting cross selling and other initiatives from within the organization. This role requires a needs-based approach that puts customers first with all that they do. The position reports to the Manager, Sales & Retention, Individual Direct Channel and may have the opportunity to periodically work with other lines of business throughout GreenShield.

This role is a hybrid role with 2 days each week in our Toronto office.

Here is what the role entails.

Activities

• Connect with potential and/or existing GreenShield Individual insurance clients to gain an understanding of their needs and recommend a solution that best meets those needs
• Leverage GreenShield contact strategy to engage with clients through inbound & outbound calls and email
• Promote additional GreenShield’s products or solutions as required
• Support our clients through outbound and inbound calling whilst providing a first-class customer experience
• Achieve sales, retention, quality, and activity targets
• Capture and provide feedback from clients to help improve GreenShield processes, products, and services
• Accurately complete all CRM and Telephony logging activities to support continued analytics

Continuous Improvement

• Participating in regular sales coaching session with your direct line Manager
• Review individual performance and adjust as required to achieve pre-set targets and goals
• Other ongoing training and continuous learning opportunities as they arise

Industry Awareness and Compliance

• Maintain all valid LLQP licensing requirements which includes maintaining Continuing Education (CE) credits to remain in good standing with the regulator