Personal Insurance Advisor

4 weeks ago


Markham, Canada Spartanium Inc Full time


• Servicing on-going client needs, advising on insurance matters, conduct needs assessment, recommending solutions, answering inquiries, conduct retention calls and process renewals • Selling new policies / writing new business to existing or new clients, retaining existing book of business • Quoting new business through outbound call initiatives, introductory letters and receiving walk-in clients • Contacting Underwriters and Adjusters to discuss guidelines and policy • Preparing documentation for insurers, completing applications for clients issuing insurance certificates, processing changes and reviewing renewals • Keeping current on underwriting rules and workflow processes • Actively participate in training initiatives • Participate in community marketing initiatives

Profil


High School Diploma and / or Post-Secondary Education

RIBO licensed with a minimum of 2 years experience in the insurance industry
Exposure to Epic is an asset
Proficient in MS Office Word, Excel, Outlook

Informations contractuelles
An RRSP with a company matching component • A casual dress for your day' environment

This description is the property of Spartanium and may not be reproduced without permission.




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