Bilingual (French & English) Sales Insurance Broker

Job description

Job Description Bilingual (French & English) Travel Insurance Sales Broker The Broker is responsible for converting prospective customers into paying customers while completing their requests, and processing client transactions within the applicable quality standards set by the company. As well as identifying the needs of the client, providing guidance, and ensuring proper protection while maintaining an effortless customer experience. What does your typical day look like? What skills and training do you need? - Actively pursue opportunities to meet or exceed new business sales goals, and retain existing clients. Process requested changes, utilizing appropriate resources within the applicable quality standards set by the company. - Assess the needs of the client and apply sound judgment when reviewing, modifying, and adding coverage to policies while providing protection guidance and advice to the client as required. - Provide claim counseling and assistance to the client within company guidelines. - Maintain and apply a complete understanding of the insurers’ underwriting guidelines. - Demonstrate and maintain a working knowledge of all applicable portals, customer relationship ma...