Provide front-line Commercial Insurance sales and customer service for small businesses
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
Work collaboratively with the Sales team to prepare documentation for insurers, complete clients applications, issue insurance certificates, process changes and review renewals
Contact Underwriters and Adjusters to discuss guidelines and policies
Keep current on underwriting rules and workflow processes, and actively participate in training initiatives
Process Account Receivable activities
Participate in community marketing initiatives
Provide guidance and assistance as requested

New Brunswick General Insurance Agent Licence Level 1 is required
Strong customer service, sales, and/or call center experience
Preference will be given to candidates with P&C insurance experience
Excellent customer service skills; customer-focused and able to resolve conflicts effectively
Solid critical-thinking skills and comfortable navigating ambiguity
Proven ability to manage multiple priorities successfully
Effective verbal and written communication skills
Accountable, goal-oriented and proactive
Ability to work as part of a team as well as independently in a fast-paced environment

Commercial Insurance Advisor

Key skills