Distribution (West) - in House Advisor

We are looking for a highly motivated and driven individual to take over an existing book of business available within our Distribution (West) team.

**About the role**:
Reporting to the Manager
- Distribution (West), the In House Advisor will be allocated a book of business and be the main point of contact to assess client’s insurance needs. This position is both a mix of sales and service, with a core focus of retaining the book of business being allocated.

**Responsibilities & Duties**:

- Assess clients needs and provide accurate insurance advice to cater to client’s satisfaction
- Provide solutions to clients changing insurance needs while adhering to underwriting criteria set by our insurance partners
- Actively pursue client referrals from the book of business being allocated
- Answer inbound calls and respond to online inquiries
- Provide quotations, and routine follow-up with leads to bind new business (home, auto, small business)
- Prompt response time when modifying, and adding further coverage to clients existing policies
- Provide claims counselling or advice within the carrier guidelines
- Maintain a working knowledge of Surex carrier portals, broker management systems, and policy management systems
- Participate in ongoing sales and service training programs

**Qualifications & Skills**:

- Must be Alberta General Level 1 or 2 Licensed
- 1-3 years of broker experience or equivalent
- Proficient with Powerbroker
- Highly organized and detail oriented
- Ability to handle multiple tasks and duties simultaneously
- Strong verbal and written communication skills with friendly demeanor
- Independently motivated, with the ability to take on tasks and duties without immediate direction
- Ability to work in a fast-paced environment
- Advanced computer skills - good working knowledge of Google suite considered an asset

**What we offer**:

- Competitive base salary
- 20% commission on new business sold
- Paid vacation
- Paid flex days
- Health Benefits
- Ability to work from home
- Secure future in the digital space
- Ongoing training development programs