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Location

Mississauga, ON | Canada

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Job description

Personal Lines Advisor/CSR - Mississauga

Our client is a great organization powered by phenomenal people who want to make a difference every day. They are a mid-size, independently owned, family run insurance brokerage offering flexibility and an exciting work experience that is not pigeon holed in monotony. They have an amazing team and having fun is a must! So much in fact they have written it into one of their Core Values. Their approach is to hire for fit and attitude, then train for position. If you are interested in helping others and making their lives better, we are interested in hearing from you.

They  are looking to add an Insurance Advisor to their personal insurance team.

Job Description:

The Personal Insurance Advisor provides their prospective and current clients with professional accurate advice with a consistent high level of personalized service. Duties to include but not limited to:

• Provide excellent customer service via telephone, online, written communication and in person with in office visits
• Build and manage relationships with new and existing clients, determine customer needs, answer inquiries and questions
• Preparation of policy applications, accurate quotes, completion of the sale and binding coverage with the best suited market based on the customer’s needs
• Orders and reviews MVRs, Autoplus and HITS
• Renewal processing, policy changes and endorsement transactions
• Works within underwriting rules and workflow processes
• Strong knowledge of products, keeps up to date on insurance related changes through company training and team learning sessions

Job Requirements and Core Competencies:

• RIBO Licensed
• Personal lines experience ( Home and Auto, minimum 2-5 years), proficient in preparing applications, issuing liability slips, binders, certificate of insurance, processing endorsements on Broker & Company Portals.
• Experienced in Broker Management System SIGXP (An Asset)
• Experienced in ordering and reading MVR’s, Autoplus, and HITS
• Excellent written and verbal communication
• Strong attention to detail, accuracy and organization
• Ability to manage multiple tasks and follow-up on uncompleted tasks in a timely manner
• Proficient in MS Word, Outlook & Excel
• Ability to work in a fast paced and electronic file environment
• Reliable, positive attitude, goal oriented team player
• Ability to come up with solutions to problems and make decisions, work with minimal direction after training and orientation period
• Desire to have a career in the insurance industry

This is a salaried position, compensation will commensurate with qualifications and experience.

For more info please email me

JOB ID#  624

Sue Warner
Senior Executive Recruiter
[email protected]
289 829 0526

Loving your job matters!

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Job tags

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Salary