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22 Sep 2022


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

Job Description

Personal Insurance Advisor
Inspired, Professional, Client Focused
Company Description:
Our Mississauga client is a full service insurance firm. They are able to address any insurance or benefits related service. They view their clients and their teammates as their most important assets. Their personalized attention to their clients needs allows them to assist when protecting the things that are important to them.
Due to their expanding book of business they are seeking an experienced Personal Insurance Advisor to join their team.
The Position:
The Personal Insurance Advisor provides 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 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 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
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 using SigXP preferred
 Excellent written and verbal communication skills
 Strong attention to detail, accuracy and organization
 Proficient in MS Office primarily Outlook, Word and Excel
Compensation will commensurate with qualifications and experience.
Apply Now! Refer to Job ID J-32308

How to Apply

Always on the Hunt for You !
Cristin Filipuzzi
JOB-BORN Executive Search Inc.
Recruiter for the Insurance Industry
BIG ENOUGH TO SERVE YOU …small enough to know you

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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