Home and Auto Insurance Advisor selling digital personal insurance for PolicyMe. Managing inbound leads, closing policies, and improving customer - first sales processes.
About the role
- Insurance Advisor supporting commercial real estate accounts for BC’s largest insurance broker. Servicing clients, managing documentation, reconciliations and policy transactions.
Responsibilities
- Provide exceptional customer experience working with Production teams
- Demonstrate good technical insurance knowledge
- Adhere to HUB Service Guidelines
- Support Account Executive/Account Manager (Producer) and Marketer with all aspects of servicing accounts
- Respond to customer requests within license authority
- Act as primary customer service contact in the absence of Producer
- Attend Critical Path meetings and complete assigned action items within specified timeframes
- Process documentation and transactions according to HUB workflows
- Review and manage account reconciliation with Accounting, Producer and Client
- Review and prioritize assigned daily tasks including mail, emails, abeyances and activities
- Provide Accounts Receivable support to Producer for payment reminder letters
- Maintain accuracy of electronic files
- Review and ensure accuracy of policy documentation from insurers
- Continue professional development to enhance skills and technical knowledge
- Perform other duties and responsibilities as assigned
Requirements
- Level 2 General Insurance License
- 2-5 years of insurance experience
- Excellent customer service skills
- Ability to collaborate and work as part of a team
- Ability to thrive in a fast-paced environment
- Strong attention to detail and accuracy
- Strong business acumen and organizational skills
- Intermediate MS Office knowledge, with focus on Excel and Word
- Required Experience: 1-2 years of relevant experience
Benefits
- Company matching RRSP contributions
- Tuition financing and career-related training and development
- Customizable flexible benefits options for you and your family
- Mental and physical wellness initiatives
- Positive, collaborative and team-oriented environment
- Ongoing personal and career development
- Comprehensive benefit and total compensation packages which could include extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses and commissions for some positions
- Hands-on coaching and mentorship
- Extensive training
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