Service on-going client needs, advise on insurance matters, conduct needs assessment, 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, introductory letters and receive walk-in clients
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

High School and or Post-Secondary Education
Must have their Level 1 Alberta General Insurance License or willing to obtain
Minimum 1-year Personal Insurance experience preferred
Exposure to Epic is an asset
Previous customer service, sales and/or call center experience
Strong customer focus
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills
No Canadian work experience required however must be eligible to work in Canada.

Personal Insurance Advisor

Key skills