Insurance Advisor

Insurance Advisor

Company: TD

Date Posted: Aug 24, 2021
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Job Details

  • Location:
    Saint John, NB, Canada
  • Company:
  • Type:
    Full Time/Permanent
  • Career Level:
  • Educational Requirement:
  • Apply Before:
    Sep 02, 2021

Job Description

It starts when you pick up the phone or log in online. With each conversation, you’ll be playing one of the most important roles supporting our customers’ happiness with the bank. Every day, you will:

  • Provide customers with the best solutions and offer advanced guidance on Home and Auto Insurance.
  • Deliver outstanding inbound and/or outbound advice and service and/or sales support to moderately to highly complex transactions related to financial products and services with an aim to provide complete and correct solutions the first time.
  • Act as an advice process/product expert to play a key role in addressing customer concerns should they arrive and, be accountable for problem solving and/or raising matters to the appropriate people.
  • Work towards achieving set goals while being an ambassador for innovation by offering legendary experiences and trusted advice.
  • Implement advice and customer service procedures and approaches to complete work efficiently.
  • Work effectively as a team, use and learn from each other’s knowledge and support your co-workers to resolve customer issues.

Bring your whole self to work and have fun! This is your chance to define every new day, embrace the adventure and make a meaningful contribution that helps to deliver results and accomplish great things for your career and the customers of TD! Most importantly, you’ll be our voice at TD. Every phone call you answer, every message you send is your chance to shine!

Reporting to the Team Leader, Client Services, the Insurance Advisor, counsels individuals in regards to their auto and property insurance needs and maintains the maximum level of service for our existing clients; handles service and sales calls to ensure the maximum level of service for our clients. Each call is different and we support you to ensure your success at work and we help you develop your competencies through coaching.
Our training programs are within the best in the industry. Our program involves:
• Leader led two week licensing course to prepare for the mandatory New Brunswick professional insurance exam.
• 5 weeks in class product training
• 6 weeks practicum
• Responsible for achieving sales, quotes and call targets.
• Cross sell a variety of products at every opportunity
• Ensures quality and productivity objectives are met.
• Accountable for providing a high level of service to our clients.
• Flexible to perform various assigned tasks
• Promotes company features and benefits as part of ongoing portfolio reviews.
• Promotes client loyalty through attention to detail and relationship-building.
• Remains current on all company philosophies and procedures.
• Accepts risks within established guidelines.

For this role, we specifically require:
  • College Diploma or Undergraduate Degree and/or 2+ years of relevant experience.
  • Aptitude to successfully complete and pass required licensing

Your relevant skillset and knowledge will also get our attention. Show us that you:

  • Have strong communication skills to exchange ideas and customer information in a concise and logical way, handling sensitive customer information and resolving exceptions.
  • Possess computer & multi-tasking skills.
  • Thrive in a dynamic and time-sensitive environment.
  • Have advanced knowledge of our business and understand the functions of our various business areas.
  • Are passionate, engaging and have a desire to consistently and compassionately deliver superior customer experience.

Skills Required

Company Overview

Montreal, QC, Canada

134 Abbott St, Vancouver, BC, Canada
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