Licensed Insurance Advisor
Licensed Insurance Advisor
Posted on :
05-04-2025
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1 Vacancy
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Job Description
Full Job Description
YOUR ROLE
Square One is different than other insurance providers. Our mission is to make the home insurance process effortless whether youre getting a quote or making a claim. Were doing this by eliminating unnecessary complexities built into traditional policies and by living the following values:
Treat people the right way.
Take ownership and solve problems.
Be creative and take calculated risks.
As an insurance agent the way you interact with clients can make or break our relationship with them. So you always aim to represent Square One in a friendly and professional manner. While the focus of your role is on providing quotes and selling policies to new clients you know its just as important to provide great service to existing clients.
Your success in this role comes from your passion for helping people and your knowledgeable approach. You have strong social skills and genuinely believe its fun interacting with new people. Youre good at making real connections with potential clients because you have great listening skills. Once you know what a client needs you take pride in being able to personalize a policy to those needs and hopefully to pass on some savings.
Over 90 of your day is spent on the phone handling inbound calls and making outbound calls. You never pressure clients into buying a policy but youre also not scared to ask for a sale. Dealing with different calls and clients you tailor your interaction to the situation at hand. And if challenges arise during a call you take ownership and find graceful ways to deal with them.
One of the things you enjoy most about Square One is the supportive team environment. Youre never set up for failure; instead you get all the coaching and training that you need to succeed.
YOUR RESPONSIBILITIES
Working in Square Ones call centre you are the first and main point of contact for both potential and existing clients. As such you have many important responsibilities including:
Handling a high volume of inbound calls from clients in a prompt and professional manner.
Making outbound calls to clients who have received targeted marketing materials.
Assessing client needs providing quotes and ultimately selling policies.
Promoting Square One and encouraging clients to do the same.
Responding to online chat and email inquiries from clients.
Handling paymentrelated matters.
Helping clients make changes to their policies.
Taking claims reports from clients.
Maintaining your training and industry knowledge.
YOUR QUALIFICATIONS
As a member of the Square One team you have a desire to direct your own work to achieve the responsibilities of your role. You do this by becoming an expert at what you do and by working with a team that has a broader purpose than just making profit. Those who you work with would describe you as someone who:
Enjoys working with others and has a passion for helping clients.
Delivers excellent client service and possesses strong telephone skills.
Communicates effectively when speaking with or writing to others.
Uses active listening and questioning skills to understand needs and issues.
Takes a consultative approach to selling.
Handles objections and deals with rejection well.
Works well under pressure both independently and as part of a team.
Pays close attention to detail.
Uses sound judgement in making decisions and taking calculated risks.
Adapts well to and often initiates change.
Enjoys personal development and growth through learning.
Provides and receives constructive feedback.
YOUR EXPERIENCE AND EDUCATION
Your experience and education combined with product and sales training we provide helps ensure your success at Square One. For this role you have:
An active insurance license
At least 2 years of experience selling insurance preferably in a call centre environment.
At least 1 year of tenure with a recent employer.
A high school diploma and preferably some postsecondary education.
YOUR COMPENSATION AND BENEFITS
You appreciate the fact that Square One tailors your compensation and benefits in the same way it tailors policies for its clients. Your very competitive compensation and benefits plan includes:
Salary starting at $50000.
The ability to work from home.
3weeks not 2weeks of vacation to start.
The flexibility to tailor your medical dental vision and extended health care coverage.
Inhouse training as well as relevant external training both paid by Square One.
WHY WORK FOR SQUARE ONE
Probably the shortest and simplest answer for why you should work at Square One is that you want to be part of a team where each persons expertise is respected and valued. Youre done working at places that tell you what to do how to do it and that dont compensate you fairly.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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