Senior Insurance Advisor, Personal Lines

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

📋 Description

• Collaborate with clients to identify their insurance requirements, discover opportunities, and offer guidance based on coverage and underwriting standards.

• Deliver exceptional customer service and maintain client relationships by actively addressing questions and concerns.

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

• Promptly review renewals while ensuring high retention rates.

• Accurately process policy modifications and endorsements via company portals.

• Assist clients during the claims process and relay precise information to claims teams.

• Work alongside the team to achieve organizational objectives.

• Advocate for and inform clients about insurance products.

• Take charge of client relationships and contribute to enhancing the company’s presence in the local community.

• Handle intricate insurance cases and support team members in achieving their potential.

⛳️ Requirements

• A minimum of 3 years holding a RIBO license.

• In-depth understanding of personal lines insurance products and underwriting practices.

• Effective collaborator who aids colleagues and contributes to team accomplishments.

• Capability to cultivate genuine client relationships.

• Excellent time management skills with the ability to prioritize tasks while maintaining confidentiality and discretion.

• Self-motivated with the ability to meet production goals while working autonomously.

• Familiarity with insurer portals and related systems.

• At least 3 years of experience in the industry.

• Valid RIBO license for applicants from other provinces.

• Availability to work in the Eastern Time Zone.

🏝️ Benefits

• A welcoming, flexible, and open workplace environment.

• Numerous opportunities for growth and learning.

• Independence to steer your own success.

• An inclusive culture that values diverse backgrounds.

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

• Flexible paid Values Days.

• Paid Volunteer Days through Amplifying Communities.