Full-Time Insurance Advisor
Job Description
We have an opening for an Insurance Advisor to join our Personal Insurance Department at our branch office in Woodbridge, Ontario.
Position Summary:
To provide front-line customer service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.
Primary Responsibilities:
- 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 receiving walk-in clients
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers, completing 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
Skills and Experience:
- High School and/or Post-Secondary Education
- Minimum of 2 years sales experience (previous insurance sales experience preferred but not required)
- RIBO License is mandatory
- 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
How to Apply
If this opportunity interests you, please email your updated resume to Gladis Prabakaran (gprabakaran@brokerlink.ca).983 total views, 1 today