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Client Insurance Advisor
3 months ago
As an Insurance Sales Consultant at Nicola Wealth Management Ltd., you will play a crucial role in assisting clients with their insurance needs. Your expertise will help clients navigate the complexities of insurance products and ensure they receive the best coverage for their circumstances.
Key Responsibilities- Market Assessment: Evaluate potential markets for institutional, business, or individual clients.
- Premium Calculation: Determine appropriate premiums based on client needs and risk assessments.
- Client Coverage Establishment: Work closely with clients to establish their insurance coverage requirements.
- Policy Requirements: Ensure all necessary forms, medical examinations, and policy requirements are fulfilled.
- Claims Monitoring: Oversee insurance claims and address client inquiries effectively.
- Customer Service: Provide exceptional service to clients, ensuring their needs are met promptly.
- Insurance Information: Offer detailed information about group and individual insurance packages, including risk coverage and benefits.
- Education: No formal degree, certificate, or diploma required.
- Licenses: Completion of the Life Licence Qualification Program (LLQP) is necessary.
- Experience: A minimum of 3 to 5 years in individual insurance and life insurance products.
- Conditions: Ability to work under tight deadlines in a fast-paced environment.
- Skills: Attention to detail and excellent interpersonal skills are essential.
- Client Focus: Strong commitment to client satisfaction.
- Communication: Exceptional oral and written communication skills.
- Team Collaboration: Ability to work effectively as part of a team.
- Organizational Skills: Highly organized and flexible in approach.
- Health Benefits: Comprehensive health care plan.
- Financial Benefits: Eligibility for bonuses and participation in a Registered Retirement Savings Plan (RRSP).
- Additional Benefits: Paid time off for volunteering or personal days, wellness programs, and other perks.
- Job Type: Permanent position.
- Language: English is the primary working language.
- Work Hours: 37.5 hours per week.
