Personal Insurance Advisor
Inspired, Professional, Client Focused

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 Personal Insurance Advisor provides prospective and current clients with professional accurate advice with a consistent high level of personalized service.

 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