IBU Coordinator

Job summary

The Independent Business Unit Coordinator is responsible for growing the small business client base through proactive account development and new business sales. They will provide expert insurance advice, resolve client concerns, and maintain strong relationships with both clients and insurance providers.

Job details

Exciting things are happening at Drayden Insurance, and you could join us for the ride! 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. 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. Drayden is looking to add like-minded individuals to its growing team. We are now searching for an Independent Business Unit Coordinator to join our team of insurance professionals in our Stony Plain branch. 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 starting at 3 weeks, PTO and volunteer days * Education program to support growth and development * Company social events * Insurance and registry services discounts As an Independent Business Unit 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 account to resolve outstanding matters * Make timely renewal calls for existing client business * Remain up to date on product knowledge and build relationship with insurance providers * Commit to self-development through internal training and industry education * Extensive knowledge of insurance company products, programs and payment plans * Providing advice to clients on insurance matters, products, and coverage’s * Resolving client concerns * Developing existing client accounts * Meeting sales and service goals What You Bring to the Team: * Ability to deliver an outstanding client experience using expert knowledge and sales skills * High school diploma * Has obtained a General Level 1 or 2 insurance license * 2+ years of industry experience * Epic experience is considered an asset

What you’ll do

The Independent Business Unit Coordinator is responsible for growing the small business client base through proactive account development and new business sales. They will provide expert insurance advice, resolve client concerns, and maintain strong relationships with both clients and insurance providers.

Requirements

Candidates must have a high school diploma and a valid General Level 1 or 2 insurance license. A minimum of 2 years of industry experience is required, with experience in Epic software considered an asset.

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
• Account Management · Preferred
• Sales · Preferred
• Communication · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Account development
• Sales
• Insurance product knowledge
• Policy sales
• Up-selling
• Client relationship management
• Referral generation
• Account management
• Problem resolution
• Epic software
• Communication
• Product Knowledge
• Insurance License
• Self Development
• Account Development
• Customer Service
• Employee Assistance Programs
• Upselling

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Coordinator
• Insurance Customer Service Representative
• Insurance Representatives
• Customer Service Representatives