BTI Direct Insurance is an insurance brokerage located in Richmond Hill, Toronto. We specialize in Car, Home and Travel Insurance. Our office equipped with state-of-art insurance technology to maximize our office efficiency.
We are seeking a team member in our Service & Retention Team. If you are thrilled to provide excellent customer services, eager to obtain knowledge in insurance industry, and delighted to join in an energetic team-based office, this position is suitable for you.
- Provide insurance solutions to match customers’ insurance needs
- Review, retain, upsell and cross-sell existing policies with best premium, coverage and services
- Handle policy changes to existing customers with professional and optimistic manners
- Liaison with customers and insurance company to assist in claim process
- Document management in a paperless environment. Exchange policy information to insurance companies via computer systems
- Prior customer service experience with selling skills is an asset
- Enjoy to work in a team environment and be part of a creative, energetic, optimistic and cheerful team
- Excellent interpersonal skills. Eager to obtain knowledge in insurance industry.
- Proficient in internet search, use of social media, e-transactions and use of computer programs, such as Microsoft Office.
- Proficient in English, Cantonese and Mandarin; both written and verbal
- R.I.B.O. license (Level 1) is an asset
- Completion of post-secondary education. Working toward insurance designation (e.g. CAIB or CIP) is preferable.
Please submit resume in confidence to career@BTIDirect.ca