Customer Success Advocate (Kawartha Lakes)

Overall Responsibility: Servicing, Cross-selling, and Upselling our existing clients

Responsibilities

• Will work with a team who is passionate and enthusiastic about putting the customer first and ready to celebrate your success
• Promotes company core values when interacting with clients and co-workers
• Creates a positive client experience by understanding and meeting and exceeding the customers’ needs
• Will rely on your efficiency when using multiple computer programs and applications at once
• You’re an advocate, communicating important insurance solutions and coverages to our customers
• Clearly explain coverage and limits to clients, discuss products to address needs and gaps in coverage
• Receive incoming calls & emails and respond in a timely manner
• Build relationships with clients, your team and underwriters
• Wanting to serve and deliver an exceptional experience through different methods of ...