Full-Time PERSONAL INSURANCE ADVISOR *Mostly Remote*
Inspired, Professional, Client Focused
Due to their expanding book of business they are seeking an experienced Personal Insurance Advisor to join their team.
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
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
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:
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
How to ApplyAlways on the Hunt for You !
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