FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Personal Insurance Advisor
BrokerLinkPersonal Insurance Advisor delivering client services by advising on insurance matters and selling new policies. Retaining existing business and conducting needs assessments in Ontario insurance market.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal insurance, including client needs assessment, policy recommendations, and documentation preparation. Proficient in managing client relationships and maintaining a strong customer focus while handling multiple priorities.
Highest-signal resume keywords
Personal Insurance ExperienceRIBO LicenseBilingualism (English/French)Strong Customer FocusAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AssessmentPolicy RecommendationsDocumentation PreparationApplication CompletionRenewal ProcessingAccount Receivable ActivitiesInsurance Certificate IssuanceOutbound Call InitiativesClient RetentionPolicy Quoting
Soft Skills
Verbal CommunicationWritten CommunicationOrganizational SkillsAbility to Handle Multiple Priorities
Tools & Technologies
Epic
Certifications & Qualifications
RIBO License
Industry Keywords
InsuranceUnderwriting RulesCommunity Marketing InitiativesClient InquiriesCare Calls
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
- 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, introductory letters and receive walk-in clients
- Contact Underwriters and Adjusters to discuss guidelines and policy
- Prepare documentation for insurers
- Complete applications for clients
- Issue insurance certificates
- Process changes and review renewals
- Keep current on underwriting rules and workflow processes
- Actively participate in training initiatives
- Participate in community marketing 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
- Bilingualism (English/French) is an asset
- Exposure to Epic is an asset
- Strong customer focus
- 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
- Share plan & other savings
- Incentive plan