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 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 our key drivers to success.
Description
Working with Red Helm Insurance, a health benefits advisor would provide front-line customer service and develop business associated with health, travel and life insurance. While this role is independent (and remote) in nature, successful candidates would be supported by being provided sales leads, industry leading sales and service systems, mentorship, the support of a team and a compensation base. This is an opportunity to get involved with a project that will allow you to earn your value.
Responsibilities
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- Selling health, travel and life insurance products by establishing contact and developing relationships with prospects, answering incoming communications, following-up on inquiries, re-quoting prospects from previous years, and contacting leads generated.
- Creating a trusting environment that fosters new sales opportunities and retention of existing business. Building and fostering a network of referrals to create new opportunities for revenue growth.
- Actively participating within the team by contributing to overall business improvement.
- Owning and resolving all customer inquiries, while ensuring the customer effort is minimized.
- Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow up.
- Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is met.
- Planning, executing and reviewing a business plan that prioritizes growth without sacrificing stability while ensuring regulatory compliance
Requirements
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- High-energy individuals who are excellent communicators both verbally and written, and who have great active listening skills
Customer centric people who are motivated by sales targets, and who want control of their total earnings potential
The ability to persuade and negotiate using a consultative sales approach over the phone or through online chat
Strong attention to detail when gathering client information, conducting a thorough needs analysis, offering personalized solutions, identifying sales opportunities, and closing sales
Proven problem-solving skills, and the ability to communicate with a wide variety of clients to ensure an effective solution is reached
Comfortable navigating multiple programs/screens at the same time while working with clients. This includes an ability to learn internal systems along with a proficiency in MS Outlook, quoting sofware, and other web-based systems
- Telephone sales, or call centre experience
- Insurance licensed and experience dealing with Accident, Sickness, and Life Insurance
- Post-secondary degree: however, equivalent business experience is strongly considered
- Bilingualism in English & French is an asset