THE ROLE IN A NUTSHELL
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
WHO WE ARE LOOKING FOR
We’re looking for a unique individual who is passionate about helping us create better health for all Canadians.
Education & Experience
- Post-secondary degree or diploma preferred or equivalent work experience
- 2+ year experience in sales or retention in a call center environment
- Experience in insurance sales a plus
- Full LLQP/HLLQP for at least two consecutive years (preferred)
- Ability to secure additional provincial licensing within the first three months of employment
- Previous insurance or financial industry knowledge
- Familiar with various insurance products (Health & Dental, Travel) and how they provide value for our clients
- Previous experience with call center methodologies and tools
Skills & Competencies
- Able to maintain a client centric approach to your work and build last relationships between GreenShield and clients
- Solid understanding of needs-based sales principles, soft skills, and how to support different types of clients in a performance-driven environment
- Excellent communication and collaboration skills, with the ability to work across diverse teams and stakeholders
- Strong organizational skills and the ability to prioritize and triage workloads
- Excellent verbal and written communication/presentation skills; confident, credible and personable
- Professional with a strong and responsive approach to work in a fast-paced, high volume call centre environment
- Strong personal integrity and work ethic; takes responsibility; likes to be held accountable and prides themselves on their results
- Desire for continuous improvement and skilled at applying feedback
GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all. Even if your experience doesn’t align perfectly to every requirement, we invite you to apply. We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process. Please let us know of any accommodation through requestforaccommodation@greenshield.ca. Information received relating to accommodation will be addressed confidentially. Providing this information gives GS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification). AI Usage - GreenShield leverages AI to help produce Job Descriptions, and ideate on interview questions. We also leverage AI for interview transcription support.
