Customer Success Advocate At Petleyhare Port Perry

Elevate your qualified journey as a Customer Success Advocate with PetleyHare. Here, you’ll engage clients and build lasting relationships while fostering a supportive and collaborative workplace. This role emphasizes service excellence, cross-selling, and upselling within our client base. With a passionate team that values putting customers first, your communication skills will shine as you explain coverage details and address client needs. You’ll interact with clients through various channels, ensuring a positive customer experience while efficiently navigating multiple platforms. Key Responsibilities: • Service, upsell, and cross-sell to existing clients • Communicate insurance solutions and coverage options • Respond promptly to incoming calls and emails • Build robust relationships with clients and team members • Complete real-time quotes and policy changes Requirements: • RIBO Licensed mandatory • Minimum 2 years in Personal Lines customer service • CAIB/CIP certification preferred • Experience with SIG/EPIC a plus • Team-oriented with excellent communication skills Embrace the opportunity to deliver exceptional client experiences at PetleyHare. J-18808-Ljbffr Required Skill Profession Other General Apply on Kit Job: kitjob.ca/job/2p9a22