Personal Insurance Advisor

Personal Insurance Advisor

Location:

Stony Plain branch

Employment Type:

Permanent Full Time Basis

What the Role Entails:

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

Contact Underwriters and Adjusters to discuss guidelines and policy

Prepare documentation for insurers, completing 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

Benefits:

Flexible health and dental insurance benefits package

Personal Spending amount to invest in your healthy lifestyl...