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Personal Insurance Advisor
BrokerLinkPersonal Insurance Advisor in Ontario managing client needs, providing insurance advice and selling new policies. Collaborating within a team to retain and grow business while ensuring excellent customer service.
About the role
Key responsibilities & impact- 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
- Prepare documentation for insurers
- Complete applications for clients
- Issue insurance certificates
- Process changes and review renewals
- Keep current on underwriting rules
- Actively participate in training initiatives
- Process Account Receivable activities
- Provide guidance and assistance as requested
Requirements
What you’ll need- Minimum 1-year Personal Insurance experience preferred
- RIBO License or willing to obtain
- Exposure to Epic is an asset
- Strong sales background
- Strong customer focus
- Being bilingual is an asset
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account and much more
- Share plan & other savings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Personal Insurance experienceSalesNeeds assessmentDocumentation preparationApplication completionPolicy quotingAccount Receivable processingUnderwriting rules knowledge
Soft Skills
Customer focusAnalytical skillsOrganizational skillsVerbal communicationWritten communicationAbility to handle multiple priorities
Certifications
RIBO License