Desjardins personal advisor serving members and clients with tailored financial products and services. Building relationships, analyzing needs, and promoting integrated solutions.
About the role
- Personal Lines Digital Service Advisor supporting customers with coverage, policies, renewals, and claims for Westland Insurance’s online tenant insurance program.
Responsibilities
- Communicate with prospects and clients to determine and provide the best possible coverage, protection and customer service
- Build and maintain strong client relationships through proactive contact via email and phone
- Develop new business opportunities by binding new policies, securing expiry dates and cross and up-selling personal insurance products
- Support clients in the claims process
- Manage and review policy renewals in a timely basis to maintain high levels of client retention
- Collaborate with co-workers and managers to develop positive and effective office procedures
- Perform other tasks as prescribed by management to ensure the best customer service for prospects and clients
Requirements
- RIBO license mandatory
- Minimum 2-year brokerage based personal insurance experience
- Strong knowledge of personal lines insurance products and coverages
- Commitment to professional development including obtaining CAIB or CIP designation
- Ability to work on a rotating schedule – no weekends
- Post-secondary diploma or degree would be considered an asset
Benefits
- An open, flexible and welcoming workplace
- Plenty of opportunities to grow and learn
- Autonomy to drive your own success
- Inclusive culture with a wide variety of backgrounds
- Total rewards program supporting financial, physical, and mental health
- Flexible paid Values Days
- Paid Volunteer Days through Amplifying Communities
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Degree requirement
No Education Requirement
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