Full-Time PERSONAL INSURANCE ADVISOR

JOB-BORN Executive Search Inc – Posted by CristinFilipuzzi – Mississauga, Ontario, Canada

Job Description

The Personal Insurance Advisor provides our prospective and current clients with professional accurate advice with a consistent high level of personalized service. Duties to include but not limited to:

Provide excellent client service via telephone, online, written communication within authority
limits to personal insurance clients
Contribute to new business production including the marketing of new business and the
negotiating of renewals for our personal insurance clients
Consistent high level of service, accuracy, and timely delivery in processing and preparing
renewals, endorsements, cancellations, certificates of insurance, invoices etc.
Data entry/processing and documentation of client files and ensuring the client base has up to
date information, claim details and other information as required
Preparing letters, memos, emails and other documents including various administrative work
including but not limited to scanning, copying and electronic filing
Work within underwriting rules and workflow processes as established by our office including
communication with underwriters
Accounting activities such as take payments, update billing and payment information and other
related details as required
Provide the needed internal support for Producers, Accounting Department and others

What You Bring To The Table:
How will you know if you are right for this position?
You are a detail oriented professional with a passion for providing a great client experience.
You possess a lifelong commitment to learning and personal development, passionate about being part
of a great culture.

Able to multi-task and follow-up on uncompleted tasks in a timely manner; good time
management
Ability to work in a fast paced environment; flexible, resilient, and resourceful
Reliable, positive attitude, goal oriented, cooperative team player
Committed to professional development to enhance skills & abilities; able to come up with
solutions to problems; work with drive and initiative
Quick learner with initiative and a desire to have a career in the insurance industry
Integrity; genuine and honest, respects the concerns of others and the confidentiality of
information, acts based on values and principles.

Knowledge, Skills and Core Competencies:

RIBO License in good standing
Post- secondary school education
Personal Insurance experience (2- 3 years)
Client Service Focus ( 2-3 years previous experience in a client service role)
Experience and expertise in data management using a Broker Management System, SigXP
preferred
Excellent written and verbal communication skills
Strong attention to detail, accuracy and organization
Proficient in MS Office primarily Outlook, Word and Excel

Flexible, hybrid work environment

Compensation will commensurate with qualifications and experience.