Personal Insurance Advisor
Canada
Full Time
4 hours ago
$47,100 - $57,500 CAD
No Sponsorship
Key skills
Communication
About this role
Role Overview
- Service on-going client needs
- Advise on insurance matters
- Conduct needs assessments
- Recommend solutions
- Answer inquiries
- Conduct care calls and process renewals
- Sell new policies/write new business to existing or new clients
- Retain existing book of business
- Quote new business through outbound call initiatives
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers
- Complete applications for clients
- Issue insurance certificates
- Process changes and review renewals
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Participate in community marketing initiatives
- Process Account Receivable activities
- Provide guidance and assistance as requested
Requirements
- Minimum 1-year Personal Insurance experience preferred
- Exposure to Epic is an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
Benefits
- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account and much more
- Share plan & other savings
- Group RRSP with company matching
- DPSP offerings