Personal Lines Insurance Advisor

Location

Mississauga, ON | Canada

Job description

Personal Lines Insurance Advisor - Mississauga

The role of the Personal Insurance Advisor (PIA) is to provide front-line client service of Personal Lines policies and taking responsibility for the retention and account development of existing clients, while quoting and securing new business. The PIA will leverage the industry knowledge and experience to provide a best-in-class client experience through offering customized solutions that will protect, comfort and recover, providing peace of mind to clients. The ideal PIA is self-motivated, proactive, and client- focused, intent on providing exceptional day-to-day service to maintain and exceed the reputation and service standards.

Duties & Responsibilities

Client Service, Relationship Building & Collaboration

• Provides expert advice, recommendations and counseling to clients about their personal insurance coverage geared to their unique needs and exposures

• Conducts needs assessment to offer customized solutions to clients

• Completes proactive contact with clients at each renewal to develop strong relationships and

  strengthen the Company's brand

• Provides exceptional day-to-day service to clients and handling the client file activities to

  maintain retention targets

• Contributes to premium growth targets by cross selling other lines and upselling appropriate

  coverages

• Prepare documentation for insurers, complete applications for clients, issue insurance

  certificates, process changes and review renewals

• Maintains professional and collaborative relationships with key underwriters

• Resolves any concerns or complaints with your personable and professional demeanour by

  leveraging product and service knowledge based on clients’ needs

• Reviews and processes renewals, endorsements and midterm changes; rewriting/remarketing

  where necessary to enhance the client experience

• Issuing policies and changes on various insurer online portals

• Initiating and providing guidance in the claims process to provide peace of mind to clients and

  assist in recovering their assets

• Represents the brokerage at industry functions where required

• Keep current on industry changes, underwriting rules and workflow processes

• Actively participate in training initiatives

Key Skills & Qualifications

• Minimum of 3 years Personal Insurance experience

• Passion for client care; committed to delivering a top-notch client experience

• Must possess a valid RIBO license

• CIP, FCIP, or CAIB designation or working towards completion is an asset

• Possesses and displays professional presentation and demeanour and a solid understanding of

  the personal insurance business in a service-focused environment

• Self managing with strong analytical, organizational and time management skills

• Excellent interpersonal, verbal and written communication skills

• Strong team player—ability to adapt to and collaborate with various team members and

  individuals

• Ability to multi-task in a fast-paced environment while staying focused on priorities

• Proficient in the Microsoft Office suite of products, experience with EPIC and industry software

  and rating engines

  Knowledge of Insurance Portals

• Professional, reliable and courteous to clients and colleagues 

  For more info please email me.
  JOB ID # JOS000000618
  Sue Warner
  Senior Executive Recruiter
  [email protected]
  289 829 0526
  Loving your job matters!

Job tags

Salary