Personal Insurance Advisor

4 weeks ago


Brampton, Canada CCV Insurance & Financial Services Full time

At CCV, we take a human approach to insurance. We staff the best, we hire the best. People who are professional, experienced, and focused on exceeding the needs of our clients. We have a lot of fun and we are committed to being an employer of choice by providing employer paid benefits, on-site insurance education, and a great environment throughout the year. Not to mention our annual Rogers Insurance 'Dream' program that awards four lucky employees with up to $10,000 each towards their dream, whatever it may be..._
- We also happen to sell insurance.....want to work with us?_

**Personal Insurance Advisor**

The **Personal Insurance Advisor** is dedicated to servicing the needs of our personal lines clientele. In addition, they will successfully manage and grow a specific book of business. Other duties include, but are note limited to, facilitating policy changes, claims reporting and advocacy, reviewing existing renewals, generating new business, file reviews, and cross-selling of our products and services.

**QUALIFICATIONS**
- 2+ years of related experience in insurance industry with a strong working knowledge of personal lines products
- RIBO Insurance License
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management or related discipline is an asset
- CAIB or CIP designation, or working towards is considered an asset

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Skilled user of the Microsoft Office Suite of products
- Familiar with insurance customer relationship software
- Demonstrated accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment in order to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with attention to detail
- CCV Insurance and Financial Services is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply._
- Please be advised Rogers Insurance Ltd. and CapriCMW have merged to become Acera Insurance Services Ltd. CCV Insurance and Financial Services, as part of the Rogers Insurance Group of Companies, will also transition to become Acera Insurance. Over the next few months you will note that our documentation will be changing to reflect our new company name. Thank you for your patience during this transition._

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday

**Experience**:

- Insurance: 2 years (preferred)

Licence/Certification:

- RIBO (preferred)
- CAIB/CIP (preferred)

Work Location: One location



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