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16 Sep 2021


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
  • 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
  • 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.

How to Apply

Always on the Hunt for You !
Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry

Job Categories: Personal Lines. Job Types: Full-Time. Job Tags: insurance, insurance jobs, jobs, ontario, and personal lines. Salaries: 40,000 - 60,000.

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