Our Narrative
Red Helm Insurance is a boutique insurance brokerage operating virtually for Canadians. We pride ourselves in being Canada’s leading experts on health benefits and are looking to expand our services to reach more Canadians.
We are mindful to growing as an organization with a holistic vision of society by embracing a culture of openness and sharing. No subject is taboo when discussing health and we mirror that mantra in how we do business both internally and externally.
All our stakeholders are important, from our staff to our clients.
We value discipline, responsibility, and self-awareness. These traits applied simultaneously are key drivers to success.
Description
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Responsibilities
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- Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company’s underwriting policies.
- Seizes all sales opportunities, solicitation and product offers.
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
Requirements
.
- Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company’s underwriting policies.
- Seizes all sales opportunities, solicitation and product offers.
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.
Qualifications
.
- Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products, while adhering to the company’s underwriting policies.
- Seizes all sales opportunities, solicitation and product offers.
- Work with the agent to establish and meet marketing goals.
- Use a customer-focused, needs-based review process to educate customers about insurance options.