Insurance Advisor, Personal Lines

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with clients to identify their insurance requirements, uncover opportunities, and offer tailored recommendations based on coverage and underwriting standards.

• Deliver exceptional customer service while managing client relationships by attentively addressing queries and concerns.

• Generate new business opportunities through cross-selling, upselling, referrals, and securing expiration dates.

• Conduct timely reviews of renewals to maintain strong retention rates.

• Accurately process policy changes and endorsements through company portals.

• Assist clients during the claims process by providing precise information to claims teams.

• Work alongside the team to achieve organizational objectives.

• Advocate for and educate clients on various insurance products.

• Manage intricate insurance cases and support team members in reaching their full potential.

⛳️ Requirements

• A minimum of 3 years holding a RIBO license.

• In-depth knowledge of personal lines insurance products and underwriting principles.

• An effective team player who encourages colleagues and contributes to collective success.

• Ability to foster genuine client relationships.

• Strong time management skills and capacity to prioritize tasks while ensuring confidentiality and discretion.

• A self-motivated approach with the ability to achieve production targets while working independently.

• Experience with insurer portals and related systems.

• A minimum of 3 years of relevant industry experience.

• Willingness to operate within the Eastern Time Zone.

• Candidates from other provinces must possess a valid RIBO license.

🏝️ Benefits

• A welcoming, open, and flexible work environment.

• Numerous opportunities for personal and professional growth.

• The freedom to steer your own success.

• An inclusive culture featuring a diverse community of talented individuals.

• A total rewards program that supports financial, physical, and mental well-being.

• Flexible paid Values Days.

• Paid Volunteer Days through Amplifying Communities.