insurance advisor

2 weeks ago


Town of Kensington, Canada HUESTIS INSURANCE & ASSOCIATES Full time

Work Term: Permanent

Work Language: English

Hours: 35 hours per week

Education: College/CEGEP

Experience: Experience an asset or equivalent experience

Work Setting
  • Insurance
  • Business services
Tasks
  • Assess potential institutional, business or individual client markets
  • Establish client insurance coverage
  • Monitor insurance claims and respond to clients' enquiries
  • Provide customer service
  • Sell automobile, fire, health, life, property, marine, aircraft and other types of insurance
  • Review programs and policies to ensure conformance with regulations
  • Review quotations
  • Record and relay information
  • Organize and schedule office work
  • Manage difficult situations with customers
  • Manage routine office functions including reception, telephone and booking appointments
  • Maintain internal record-keeping system
  • Consult with clients after sale to provide ongoing support
  • Professionalism in customer service
  • Organize tasks to accomplish the work
  • Develop specific plans to prioritize
  • Coordinate the flow of information within the team
Supervision
  • No supervision responsibility
Certificates, Licences, Memberships, and Courses
  • Membership in the Insurance Brokers Association of Canada
  • Provincial or territorial licence
Insurance Experience
  • Property/casualty insurance
  • Personal
  • Travel insurance products
Security and Safety
  • Bondable
  • Criminal record check
Transportation/Travel Information
  • Own transportation
Work Conditions and Physical Capabilities
  • Tight deadlines
  • Attention to detail
  • Fast-paced environment
  • Work under pressure
Personal Suitability
  • Client focus
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Judgement
  • Organized
  • Reliability
  • Team player
  • Ability to multitask
  • Quick learner
  • Time management
Health Benefits
  • Dental plan
  • Disability benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits
Financial Benefits
  • Bonus
  • Registered Retirement Savings Plan (RRSP)
Other Benefits
  • Free parking available
  • Learning/training paid by employer
  • Paid time off (volunteering or personal days)
  • Team building opportunities
  • Wellness program
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