Sr Insurance Representative, Sales & Customer Loyalty

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    "ExternalDescriptionStr": "<p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>The Opportunity</strong></span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">The Personal Lines Damage Insurance Agent, Sales &amp; Customer Loyalty, supports Sonnet’s growth by driving new business sales and implementing retention strategies to maximize customer lifetime value. The role’s primary focus is consultative, needs-based sales matching client needs with the right insurance solutions to achieve revenue growth and customer satisfaction.</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">The Agent also handles interactions with existing customers, reinforcing relationships to retain policies. They are high-performing, customer-centric professionals who demonstrate empathy, transparency, and compliance with regulatory guidelines for fair treatment of customers.</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Operating within Sonnet’s Digital Contact Centre, the Agent contributes to a collaborative, innovative culture focused on team and individual success. Reporting to the Team Leader, Sales &amp; Customer Loyalty, the Advisor partners cross-functionally to address risk, compliance, and process improvement opportunities.</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>What&nbsp;to Expect</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Handle inbound and outbound inquiries across digital channels, delivering expert advice on Auto, Home, and other personal lines insurance.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Inspire customer confidence by building relationships that uncover customer needs, identify profiles, and recommend tailored coverage solutions to retain insurance policies.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Apply consultative sales and retention techniques, assess risk, understand customer financial goals, and provide the best-fit insurance options.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Drive growth by proactively cross-selling, upselling, and conducting policy reviews to keep coverage competitive.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Own your performance by meeting KPIs like conversion rates, policy units, premium targets, save rates, productivity, and customer satisfaction.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Collaborate with your Team Leader to implement coaching, overcome challenges, and optimize your development.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Simplify complex insurance terms into clear, transparent language that empowers customers to make informed decisions with confidence.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Ensure compliance with regulatory and underwriting guidelines and refer customer accounts to Team Leads and Underwriting support when needed.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Partner with service, underwriting, and billing teams to resolve issues and strengthen customer loyalty.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Leverage technology like our CRM, telephone, quoting tools, and contact center AI to deliver seamless experiences and achieve first-contact resolution.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Educate customers on self-service options through Sonnet.ca and our mobile app.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Share insights about customer trends and experiences to help improve processes and workflows.</span></span></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">&nbsp;</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\"><strong>What You Bring&nbsp;</strong></span></span></p><ul style=\"list-style-type: disc;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Expertise in sales, retention, and loyalty strategies, including advanced win-back and save techniques.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Deep knowledge of Canadian personal lines insurance Home and Auto coverages, endorsements, and industry best practices.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Proven consultative approach to sales and retention that builds trust and drives long-term customer success.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Exceptional communication skills, with mastery in objection handling and closing techniques.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Tech-savvy proficiency with CRMs and contact center platforms (e.g., Salesforce, Guidewire, Five9, Medallia).</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Solid understanding of provincial insurance regulations, licensing, and compliance requirements.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Experience interpreting your performance metrics and applying required behaviors to achieve KPIs.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Digital fluency and adaptability to evolving technologies and retention processes.&nbsp;</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Adaptable, resilient, and able to excel in a fast-paced, high-volume contact center that champions innovation and continuous improvement.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Education: College diploma or university degree in business, insurance, or a related field.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Experience: 2–4 years in property and casualty insurance, with prior experience in sales or retention. Contact center or digital sales experience is a strong asset.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Licensing:</span></span><ul style=\"list-style-type: circle;\"><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">For Quebec: Active AMF License is required.</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">For Ontario: &nbsp;Active OTL/RIBO license is required</span></span></li><li><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">CIP Certification in progress or completed is an asset</span></span></li></ul></li></ul><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">&nbsp;</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">Salary Range: $51,300 - $94,400</span></span></p><p><span style=\"font-family: Arial, sans-serif;\"><span style=\"font-size: 11pt; line-height: 115%;\">High degree of&nbsp;proficiency&nbsp;with English&nbsp;required&nbsp;to service customers, both internal to the company and external, across Canada.&nbsp;</span></span></p>",
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