Personal Insurance Specialist

1 week ago


Richmond Hill, Ontario, Canada BrokerLink Insurance Full time
About the Role

We are seeking a highly skilled and customer-focused Personal Insurance Advisor to join our team at Deeks Insurance in Richmond Hill, ON. As a key member of our team, you will be responsible for providing exceptional service to our clients, advising on insurance matters, and selling new policies to existing and new clients.

Key Responsibilities
  • Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
  • Sell new policies/write new business to existing or new clients, retain existing book of business
  • Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
  • Contact Underwriters and Adjusters to discuss guidelines and policy
  • Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
  • Keep current on underwriting rules and workflow processes
  • Actively participate in training initiatives
  • Participate in community marketing initiatives
  • Process Account Receivable activities
  • Provide guidance and assistance as requested
Requirements
  • High School and or Post-Secondary Education
  • Minimum 1-year Personal Insurance experience preferred
  • Level 1 General license is preferred
  • Exposure to Epic is an asset
  • Strong customer focus
  • Demonstrated ability to handle multiple priorities successfully
  • Strong analytical and organizational skills
  • Excellent verbal and written communication skills
  • Ability to pass a criminal background check and credit check


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