Client Satisfaction Insurance Trainee

Elevate your career as a Client Satisfaction Insurance Account Representative Trainee. Join our enthusiastic team in Calgary to provide stellar service and deepen your financial services expertise.
This role is perfect for aspiring insurance professionals seeking to engage with clients by explaining coverage options and completing policy changes. You will follow up with clients on their policy needs and foster strong relationships, leading to referrals and client retention. Your exceptional service will be essential in our mission to meet all client insurance needs.
Key Responsibilities:
• Deliver outstanding service to meet client insurance needs
• Follow up with clients for policy reviews and changes
• Explain coverages and assist with appointments
• Retain clients and encourage referrals to the agency
• Foster a holistic view of clients’ insurance needs
Requirements:
• General Level 1 Insurance Agent License or ability to obtain
• 1-3 years providing ex...