Sales and Service Insurance Advisor, Personal Insurance

We have an opening for a Sales and Service Insurance Advisor to join our Personal Insurance Department at our branch office in Aurora, Ontario.

Position Summary:

To provide front-line customer service of Personal Lines policies and taking responsibility for the retention, growth and account development of existing clients, quoting and placing new business as required.

Primary Responsibilities:

  • 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, referrals, networking, introductory letters and receiving walk-in clients
  • Contact Underwriters and Adjusters to discuss guidelines and policies
  • 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 

Skills and Experience:

  • High School and/or Post Secondary Education
  • Minimum of 2 years Personal Insurance experience
  • RIBO License required
  • Strong Technical Skills
  • Experience with Broker Management & Quoting Systems (TAM, EPIC, Applied Rating/CompuQuote)
  • Experience with Company Portal Processing – e.g. Intact (Savers), Economical (Energie) and Wawanesa (PTE)
  • Strong customer focus and sales skills
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical, time management and organizational skills
  • Excellent verbal and written communication skills