Insurance Advisor - Trainee

JOB SUMMARY 
In the position of Insurance Advisor Trainee you will represent the Westland Insurance Group and provide insurance services and advice to clients.

You demonstrate strong customer service skills and general insurance knowledge (personal lines and auto) to support the retail branch and our customers in assessing and full-filing their insurance needs. You are essential in helping achieve the goals of the company and partner organizations.

You are committed to developing a career in the insurance industry and are open to learning from others. You make a positive impression by anticipating and interpreting our customer’s needs while taking initiative to provide competent service.
RESPONSIBILITIES
 
•  Professionally represent Westland Insurance.
•  Handles customer service inquiries which are basic and routine
•  Engages with clients, greeting them as they enter the office, answering client phone calls and making outgoing phone calls regarding the renewal of insurance policies
•  Maintains positive customer relations and responds to problems and enquiries
•  Uses computerized system for tracking, information gathering, and/or trouble shooting
•  May include balancing cash and electronic funds transactions
•  May respond to inquiries by referring them to published materials, secondary sources, or more senior staff
•  Requires a limited knowledge of company, products, and/or services
•  Shadows an experienced Insurance Advisor in processing clients’ auto insurance transactions including purchasing, transferring, and terminating coverage
•  Under observation, conducts interviews and enters information in the system for the client
•  Actively work to upgrade skills, knowledge, and qualifications to acquire the level 1 general insurance license within an established timeframe