Opens an external site
- Employment type
- Full-time
- Experience level
- Mid-level · 2+ years
- Minimum education
- High school
- Posting language
- English
- Working hours
- 40 hours per week
Job summary
The IBU Coordinator is responsible for growing the small business client base through active account development and new sales opportunities. They will assist clients with insurance needs, provide quotes, and resolve account matters while meeting established sales and service goals.
Job details
Exiting things are happening at Drayden Insurance Ltd., and you could join us for the ride! Here. For You. Whether you are a job searcher, employee, client or a community member in one of our many locations, we are known for placing people first. As an Insurance Broker, you are motivated to make a meaningful impact in people’s lives by helping to protect what matters most to them through account development and new sales. Drayden Insurance Ltd. is looking to add like-minded individuals to its growing team. We are now searching for an IBU Coordinator for our office, located in Ft. Saskatchewan, AB. What’s In It For You? * Competitive base salary with additional earning potential through commissions and bonuses * Group Health Benefit Plan including HSA (Health Spending Account) * Company matching RSP program * Employee Assistance Program * Paid vacation, PTO and volunteer days * Education program to support growth and development * Company social events * Insurance and registry services discounts As an IBU Coordinator, you are responsible for growing our organizations small business client base through focused customer service, account development and new business opportunities. What You Will Do - * Assist clients with their daily insurance needs in person or through technology * Provide quotes and sell new policies to clients * Up-selling of products and services to new and existing clients * Generate client referrals through community involvement and events * Follow up on client accounts to resolve outstanding matters * Make timely renewal calls for existing client business * Resolve client concerns * Develop existing client accounts * Meet sales and service goals * Remain up to date on product knowledge and build relationships with insurance providers * Commit to self-development through internal training and industry education * Extensive knowledge of insurance company products, programs and payment plans What You Bring to the Team – * Completion of High School Diploma or equivalency * Completion of General License Level 1, or willingness to obtain prior to employment * 2+ years of industry experience * Experience using EPIC broker management system * Ability to deliver an outstanding client experience using expert knowledge and sales skills * Drive and motivation for personal growth * Interpersonal skills * Attention to detail About Drayden Insurance Drayden Insurance was founded in 1965 and is named after the small towns in Alberta which it was formed - Drayton Valley and Holden. Drayden Insurance has grown since then, employing more than 200 employees in multiple locations across Alberta, while still keeping its small town, grassroots feel at the forefront. In 2023, Drayden Insurance joined MacDougall Insurance Group, allowing our team to offer clients more insurance products.
What you’ll do
The IBU Coordinator is responsible for growing the small business client base through active account development and new sales opportunities. They will assist clients with insurance needs, provide quotes, and resolve account matters while meeting established sales and service goals.
Requirements
Candidates must have a high school diploma and a General License Level 1, or be willing to obtain one prior to employment. At least 2 years of industry experience and proficiency with the EPIC broker management system are required.
Benefits
- Competitive base salary
- Commissions
- Bonuses
- Group health benefit plan
- Health spending account
- Company matching RSP program
- Employee assistance program
- Paid vacation
- Paid time off
- Volunteer days
- Education program
- Company social events
- Insurance discounts
- Registry services discounts
Listed skills
- Customer service · Preferred
- Client Relationship Management · Preferred
- Attention to detail · Preferred
- interpersonal skills · Preferred
- Product Knowledge · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Insurance sales
- Account development
- Customer service
- Up-selling
- Client relationship management
- Policy quoting
- EPIC broker management system
- Attention to detail
- Interpersonal skills
- Product knowledge
- Sales goal achievement
- Referral generation
- Product Knowledge
- Detail Oriented
- Interpersonal Communications
- Sales
- Customer Service
- Account Development
- Employee Assistance Programs
- Discounts And Allowances
- Upselling
- Self Development
Job areas
- Finance & Accounting
- Sales
- Customer Service & Support
- Administrative
- Coordinator
- Customer Service Supervisor
- Sales and Marketing Managers
- First-Line Supervisors of Office and Administrative Support Workers
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