Licensed Insurance Service Advisor

2 weeks ago

Dunnville ON, Haldimand-Norfolk Unitary Authority, ON; Ontario, Canada Erie Mutual Insurance Full-time

Licensed insurance professionals can build trusted member relationships at Erie Mutual Insurance, serving Dunnville, Ontario from a full-time permanent office role. Bring clear communication and policy expertise.

This new customer-facing position strengthens service support for Erie Mutual's Sales team and personalized member experience. You will explain Home, Auto, Commercial, and Farm Insurance coverage, assist with day-to-day policy needs, and recommend suitable options. Collaboration, organization, and empathy are central to the work.

Key Responsibilities:

  • Welcome clients and create a professional office experience
  • Review information and recommend appropriate coverage options
  • Identify suitable opportunities to up-sell or cross-sell
  • Collaborate with departments and external partners on service requests
  • Guide members through initial claims-related next steps

Requirements:

  • Valid Other-Than-Life or RIBO license
  • Three or more years managing personal lines accounts or service
  • Friendly, pleasant demeanor with strong communication abilities
  • Experience defusing high-tension situations
  • Valid Ontario driver's license

Bring licensed insurance knowledge, relationship-building ability, and empathy to Erie Mutual's member service team in Dunnville.