Conseiller en gestion des risques financiers chez Beneva, mutuelle d’assurance et fournisseur de services financiers. Développant des outils, analyses et recommandations pour soutenir les décisions stratégiques.
About the role
- Personal Insurance Advisor serving clients, selling policies, and managing renewals for BrokerLink’s Spriggs Insurance team. Onsite role based in Georgetown or Oakville.
Responsibilities
- Service ongoing client needs and advise on insurance matters
- Conduct needs assessments and recommend solutions
- Answer inquiries, conduct care calls, and process renewals
- Sell new policies and write new business for existing or new clients
- Retain the existing book of business
- Quote new business through outbound call initiatives and introductory letters
- Receive walk-in clients
- Contact underwriters and adjusters regarding guidelines and policies
- Prepare insurer documentation and complete client applications
- Issue insurance certificates and process policy changes
- Review renewals
- Keep current on underwriting rules and workflow processes
- Participate in training initiatives
- Participate in community marketing initiatives
- Process accounts receivable activities
- Provide guidance and assistance as requested
Requirements
- Minimum 1-year Personal Insurance experience preferred
- Exposure to Epic is an asset
- RIBO License is an asset
- Strong customer focus
- Demonstrated ability to handle multiple priorities successfully
- Strong analytical and organizational skills
- Excellent verbal and written communication skills
- Candidates must be eligible to work in Canada from the anticipated start date and throughout employment
- Candidates are solely responsible for maintaining work eligibility
Benefits
- Flexible work arrangements
- Multiple benefits supporting physical and mental wellbeing
- Wellness account
- Share plan
- Employee Share Purchase Plan (ESPP) with employer matching
- Group RRSP with company matching DPSP offerings
- Incentive programs
- Commissions and performance incentives with expected payout potential of 10–15% of salary
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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