Personal Insurance Specialist
1 week ago
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
- 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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Personal Insurance Advisor
1 week ago
Richmond Hill, Ontario, Canada BrokerLink Insurance Full timeJob Title: Personal Insurance Advisor Company: Deeks Insurance (owned by BrokerLink) At Deeks Insurance, we're committed to living our values: integrity, respect, customer-driven mindset, excellence, and generosity. These values drive our diversity and inclusion efforts to create a respectful and inclusive work environment. We're seeking like-minded...
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Personal Insurance Advisor
1 week ago
Richmond Hill, Ontario, Canada BrokerLink Insurance Full timeBeing a part of Deeks Insurance (owned by BrokerLink), means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present. We want...
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