Personal Lines Insurance Advisor
November 4, 2021 by Comma Recruitment
Filed under Jobs
Personal Lines Insurance Advisor
Timmins, Ontario
Comma Recruitment are looking for a service and sales advisor to provide front-line customer service of Personal lines policies and taking responsibility for the retention and account development of existing clients, quoting and placing new business as required.
What you will be doing:
- 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, 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
Comma Recruitment are looking for:
- High School and or Post-Secondary Education
- Personal Insurance experience is an asset, experience in a financial institution or similar is also an asset.
- RIBO License is an asset as is OTL or LLQP
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
We provide a wonderful package including salary plus bonuses:
- Commitment to your growth and development
- Flexibility in how and where you work
- A competitive compensation package
- Flexible health and dental benefits package
- An RRSP with a company matching component
- A casual ‘dress for your day’ environment
Please forward resume to [email protected]
Comments