Insurance Advisor, Service

4 weeks ago


Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time
p>Kevin J Carruthers Insurance Agency

Level 1 Licensed Client Care Advisor

The Job will report to the Agent and/or Level #2 Advisors

This role is one of a Level #1 Client Care Advisor and is geared towards a newly licensed individual (Under 2 Years Industry Experience) that will allow the candidate to gain experience and knowledge while being mentored by a more senior member of our team. You will be responsible to assist your mentoring advisor on completing and processing client changes to existing coverages and policies, as well as follow a pre-determined development plan while supporting the team, in order to eventually be promoted to a Level #2 Advisor after minimum of One Year.Manage and assist with “Active Claims” daily follow ups and assist clients with questions and concerns with their open claim. Coordinate assistance with the Claims Rep assigned to each case and help provide routine updates to clients on their situation on an ongoing basis.Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing confirmations, and reinstatement conditions. Each task to be followed and pended until policy is active and not in danger of losing coverage.Work alongside a designated Level #2 mentoring Advisor and assist them daily on finishing and processing changes on their behalf. Coordinating necessary document retrieval in order to process these changes and corresponding with clients to gather information required / provide confirmation.Actively Market Auto Loan product through Claims (Total Losses) and Pivot to Life Insurance Appts daily.Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual performance targets in both pivoting and Appointments being held.Manage your own “ongoing” activities daily and be able to recognize those that are more urgent and time sensitive, while also setting proper client expectations.Receive positive NPS (Net Promoter Score) on returned surveys based on your client interactions.Ability to work with basic computer “client based” and office/email software.MUST HAVE EITHER ACTIVE OTL or RIBO LICENSE / IF UNLICENSED YOU WILL HAVE MAXIMUM 90 DAYS TO SECURE LICENSE (OTL).

Agency Expectations / Performance Review Trial Contract for Up to 90 Days Initially followed by Permanent position offer once Licensed.Key Measurement of Performance will be Ability to manage this role with a trend of needing less supervision, as well as your ability to Add to our Client Experience in a Positive Fashion.Reviews to be conducted 3 times per year after Permanent Contract.Ability to be Promoted to Level #2 Advisor after 6 months.Base Salary starting at $42,500 ($40,000 if Unlicensed) with full Medical & Dental Benefits after 90 Days.Opportunity to be promoted to Level #2 Advisor after Minimum 1 Year (6 months if you already have 2 Years Industry Experience)... Level #2 comes with salary increase to $45,000 and monthly bonus plan of up to $1500.You will be working with two dedicated Level #2 Advisors closely that will be available for support and assist in your development.
  • Insurance Advisor

    1 month ago


    Ottawa, Ontario, Canada Acera Insurance Full time

    Insurance AdvisorWe are seeking a skilled Insurance Advisor to join our team at Acera Insurance. As an Insurance Advisor, you will work collaboratively with clients, insurance companies, and our team members to exceed client expectations.Your primary duties will include processing renewals, endorsements, cancellations, and changes, as well as servicing new...

  • Insurance Advisor

    6 months ago


    Ottawa, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    **_Kevin J Carruthers Insurance Agency_** **Personal Client Care Advisor**: **ROCK STAR NEEDED** **.** Looking for an individual with a proven track record in sales and client experience to join our expanding team of highly skilled advisors in one of Ottawa’s largest growing insurance agencies. Selling and Servicing Car Insurance, Home and property...


  • Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Kevin J Carruthers Insurance AgencyLevel 1 Licensed Client Care AdvisorThis role is ideal for newly licensed individuals with less than 2 years of industry experience. As a Level 1 Client Care Advisor, you will work closely with a senior team member to gain experience and knowledge. Your responsibilities will include assisting with client changes to existing...


  • Ottawa, Ontario, Canada Acera Insurance Full time

    Claims Advisor, Commercial InsuranceThe Claims Advisor plays a pivotal role in supporting the commercial department teams by providing expert claims guidance and advocacy. This includes reporting claims, liaising with adjusters and insurance companies, and ensuring seamless communication throughout the claims journey.Key to success in this role is a deep...


  • Ottawa, Ontario, Canada Acera Insurance Full time

    Claims Advisor, Commercial Insurance SpecialistWe are seeking a skilled Claims Advisor, Commercial Insurance Specialist to provide support for claims to our commercial department teams. This includes reporting claims and advocating for the client throughout the claims journey. The advisor will also liaise with the adjuster and insurance company on their...


  • Ottawa, Canada Acera Insurance Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...

  • Insurance Advisor

    1 month ago


    Ottawa, Ontario, Canada Jameel Lalji - Desjardins Insurance Agent Full time

    Job Title: Insurance Advisor - Life and GeneralJob Summary:We are seeking an experienced Insurance Advisor to join our team at Jameel Lalji - Desjardins Insurance Agent. As an Insurance Advisor, you will be responsible for creating a climate of trust with our clients by educating and advising them on the best coverages and options to meet their needs.Key...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers Ltd, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Cooperators - Byrne Insurance Agency Inc. Full time

    Full time employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits. A great role with room to grow and develop knowledge and skill. - The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through the sales and service of The...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers Ltd, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers Ltd, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Acera Insurance Services Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Petrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Pertrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...


  • Ottawa, Canada Acera Insurance Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance, formerly Smith Pertrie Carr & Scott Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ -...

  • Insurance Advisor

    4 weeks ago


    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Insurance and Financial Services Advisor OpportunityWe are seeking a highly skilled and experienced Insurance and Financial Services Advisor to join our team at Kevin Carruthers - Desjardins Insurance Agent in Ottawa. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key...


  • Ottawa, Canada Acera Insurance Services Ltd. Full time

    We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...


  • Ottawa, Ontario, Canada BMO Full time

    At BMO, we are seeking a highly motivated Estate Insurance Advisor to join our team. As a key member of our Wealth Sales & Service group, you will provide customized professional advice to generate insurance sales in alignment with the desired client experience and overall business objectives.The Estate Insurance Advisor is responsible for working in...