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Bilingual Personal Insurance Advisor
BrokerLinkBilingual Personal Insurance Advisor assisting clients with insurance solutions and ongoing needs. Engaging in sales and service activities across multiple locations in New Brunswick, Canada.
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 multiple priorities while maintaining strong customer focus and effective communication in both English and French.
Highest-signal resume keywords
Personal Insurance ExperienceClient Needs AssessmentPolicy RecommendationsExcellent Communication SkillsExposure to Epic
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 WritingDocumentation PreparationApplication CompletionRenewal ProcessingAccount Receivable Processing
Soft Skills
Customer FocusAnalytical SkillsOrganizational Skills
Tools & Technologies
Epic
Industry Keywords
InsuranceUnderwriting RulesCommunity Marketing Initiatives
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
- 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- High School and or Post-Secondary Education
- Minimum 1-year Personal Insurance experience preferred
- 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 in both English and French language
Benefits
Comp & perks- Flexible work arrangements
- Multiple benefits offered to support physical and mental wellbeing
- Wellness account and much more
- Share plan & other savings
- Group RRSP, with company matching