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13 Feb 2017

Full-Time Personal Insurance Advisor

Personal Insurance Advisor – Posted by My Insurance Recruiter Inc. Hamilton, Ontario, Canada

Job Description

The role of the Personal Insurance Advisor (PIA) is to provide front-line client service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, while quoting and securing new business. The PIA will leverage the industry knowledge and experience to provide a best-in-class client experience through offering customized solutions that will protect, comfort and recover, providing peace of mind to clients. The ideal PIA is self-motivated, proactive, and client- focused, intent on providing exceptional day-to-day service to maintain and exceed the reputation and service standards.
Duties & Responsibilities
Client Service, Relationship Building & Collaboration
Provides expert advice, recommendations and counseling to clients about their personal insurance coverage geared to their unique needs and exposures
Conducts needs assessment to offer customized solutions to clients
Completes proactive contact with clients at each renewal to develop strong relationships and
strengthen the Company’s brand
Provides exceptional day-to-day service to clients and handling the client file activities to
maintain retention targets
Contributes to premium growth targets by cross selling other lines and upselling appropriate
coverages
Prepare documentation for insurers, complete applications for clients, issue insurance
certificates, process changes and review renewals
Maintains professional and collaborative relationships with key underwriters
Resolves any concerns or complaints with your personable and professional demeanour by
leveraging product and service knowledge based on clients’ needs
Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing
where necessary to enhance the client experience
Issuing policies and changes on various insurer online portals
Initiating and providing guidance in the claims process to provide peace of mind to clients and
assist in recovering their assets
Represents the brokerage at industry functions where required
Keep current on industry changes, underwriting rules and workflow processes
Actively participate in training initiatives

Key Skills & Qualifications
Minimum of 5 years Personal Insurance experience
Passion for client care; committed to delivering a top-notch client experience
Must possess a valid RIBO license
CIP, FCIP, or CAIB designation or working towards completion is an asset
Possesses and displays professional presentation and demeanour and a solid understanding of
the personal insurance business in a service-focused environment
Self managing with strong analytical, organizational and time management skills
Excellent interpersonal, verbal and written communication skills
Strong team player—ability to adapt to and collaborate with various team members and
individuals
Ability to multi-task in a fast-paced environment while staying focused on priorities
Proficient in the Microsoft Office suite of products, experience with EPIC and industry software
and rating engines
Professional, reliable and courteous to clients and colleagues

 

How to Apply

Please email, text or call me for further info. Job Id # JOS000000190 Sue Warner sue@myinsurancerecruiter.ca www.myinsurancerecruiter.ca 289 829 052

Job Categories: Personal Lines. Job Types: Full-Time. Salaries: 40,000 - 60,000.

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