Insurance Advisor

Overview

We seek a dedicated professional to join our Personal Lines team, focusing on managing policy renewals, customer amendments, and retention activities. This role demands excellent client relationship management along with precision and professionalism in handling various tasks.

Key Duties

• Handle insurance renewals with a focus on maximizing client retention
• Process policy amendments and account updates while managing client communications related to claims and correspondence
• Maintain accurate and up-to-date records and documentation
• Effectively communicate with clients to address renewals, mid-term changes, and inquiries
• Respond promptly to internal and external requests
• Collaborate with cross-departmental teams to achieve shared objectives
• Ensure compliance with all relevant policies and procedures in all workflow processes
• Participate in additional assignments and support efforts to enhance team efficiency

Experience and Qualifications

• Mandatory APA qualification; CIP accreditation considered an asset
• Proven experience working in a dynamic, customer-centric environment
• Familiarity with Relay software is advantageous
• Excellent communication and interpersonal skills
• Strong organizational aptitude with meticulous attention to detail
• Competent in prioritizing tasks, multitasking, and effective problem-solving
• Positive and flexible mindset with readiness to adapt and embrace change
• Dedicated to continuous professional development and providing excellent customer service