Personal Lines Insurance Advisor

Location

Markham, ON | Canada

Job description

Join a Global Insurer as an insurance advisor, personal lines.

Excellent opportunity for new insurance professionals looking for a role that provides training, excellent compensation package, benefits, free parking, casual workplace, pension plan, fully supports continuing education and career growth!

Accountabilities

• Assist new direct channel clients with their general insurance (home and auto) insurance needs
• Underwrite new business (including quotes), endorsements and all renewals by obtaining all necessary information from the customer relevant to the risk to develop the exposures in order to refuse or amend and/or accept a risk at the prescribed rates
• Upsell insurance to existing clients by phone or via web-chat
• Influence customer loyalty through professionalism & courtesy while achieving department standards for key performance indicators on a team & individual basis
• Provide customers with claims counseling
• Assist customers with system issues or complaints and follow up as required
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
• Enhances insurance agency reputation by taking ownership for accomplishing new and different requests.

Experience

• College Diploma or University Degree
• CIP or FCIP designation preferred
• Good understanding and knowledge of insurance and underwriting
• Nationally OTL licensed or a RIBO license 
• Excellent verbal and written communication skills
• Customer centric, strong sales and service skills
• Strong digital capability, including social media savvy
• Good problem solving skills
• Ability to self-manage and prioritize work
• Strong computer skills including Microsoft Office applications
• Sales and customer service experience
• Recent insurance contact centre experience desirable
• At minimum 1 year insurance underwriting experience mandatory
• Experience working on projects

Job tags

Salary