Client Advisor

3 weeks ago

Thunder Bay Ontario, Ontario, Canada Jones Insurance Full time

We are hiring a Client Advisor, Personal Lines to support our growing Team

This role is for someone with exceptional organizational abilities and people skills who wants to become a licensed broker within 3-6 months (if you are not a Registered Insurance Broker within Ontario). This essential role in our organization directly supports our growing base of incredible clients. If you are a detail-oriented person looking to challenge yourself and develop within an organization, we want to hear from you


Why Join the Jones Insurance Team?

People-Focused—We pride ourselves on going above and beyond to take care of our customers and one another. We offer benefits, paid vacation, and a work environment that champions wellness for our staff.

Family-Oriented - We are flexible with work hours (we have kids, we get it). Take your birthday off with pay to spend with your family and friends.

Community Driven - We include 2 paid days off for our staff to volunteer in our community however they see fit. We also support local boards and charities - and ultimately, we want to make Thunder Bay a fantastic place to live, work and play

Continuously Improving & Growing - We nurture those who want to develop and provide security and autonomy to those who want to thrive in their role and make it their own.


What you would do

· Process new insurance applications and policy modifications within our insurance partners’ web portals.

· Assist in the internal auditing process as directed by the Personal Lines Manager.

· Complete quote requests in our quotation management systems as directed.

· Compile electronic application packages for brokers.

· Document all client activity in our Broker Management System.

· Present options for the necessary automobile, property, marine, etc. policies to ensure clients can make informed decisions.

· Identify ongoing coverage needs or opportunities for existing clients regarding their policies, including thorough renewal reviews.

· Assist clients with policy-related changes and inquiries.

· Navigate the claims process with clients when a loss is incurred.

· Research and resolve client problems, acting as the liaison between insurers when necessary.

· Keep apprised of industry trends, changes, and opportunities as they relate to our clients.


Your core competencies

· Integrity & Attitude: your word is impeccable, and you consciously conduct yourself in line with our company values and vision.

· Analytical & Detail-oriented: you can tackle problems methodically and comb through the fine print with ease. You must learn and understand the moving parts of policies and claims. Our knowledgeable staff will support you as you become vital to our processes.

· Client Management: a natural relationship builder, you understand how to prioritize tasks to serve your clients' best interest.

· Communication: you organize, disseminate, and deliver complex information to our existing and prospective clients in a manner that supports them, both spoken and written. What we say and how we say it are integral to our success. You must understand our mission and ensure your messaging always reflects that to the public and your Jones teammates.

· Resilient: you are flexible and adaptable to change and value diverse and creative approaches to make improvements.

· Accurate: crossing our t's and dotting our i's is vital to meeting our customers' needs and is integral to this position. We have all employees complete an assessment to benchmark their abilities.


What your background would look like

· Minimum of 1 year working as a RIB is ideal, but we are ready to train and help with the licensing path.

· Post-secondary education that is complementary to a related industry is desired.

· CAIB designation is valued but not compulsory.

· Experience with client management software and sales training is valued.

· Proficiency in Office 365 and basic technical competency are expected.

Salary Range $48,000 to $60,000 depending on experience.

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