Sales and Support Advisor

About Our Team

We are a dynamic team at Daniel Fraser - District Office, committed to delivering exceptional service to our clients. Our team members are highly skilled and passionate about helping others, making us an ideal workplace for those who share our values.

The Role

This is a unique opportunity to join our team as a Customer Service Sales Representative-Bilingual Required. You will be responsible for providing outstanding service to our clients while driving sales and fostering long-term relationships. The ideal candidate will possess excellent communication skills, a sales-oriented mindset, and a passion for helping others.

Responsibilities
? Respond to client inquiries, address concerns, and resolve issues promptly and professionally.
? Identify client needs and recommend suitable insurance products and services. Assist clients in understanding policy options and coverage details.
? Prepare and present insurance quotes, process new applications, and assist with policy renewals and modifications.
? Build and maintain strong relationships with clients to ensure retention and satisfaction. Regularly follow up with clients to assess their insurance needs and offer additional products or services.
? Maintain accurate and organized client records, ensuring all interactions and transactions are documented in the agency's system.
? Ensure compliance with all insurance regulations and agency policies. Stay updated on industry trends and product knowledge.